Rent, salary, subscriptions — money that comes and goes on a schedule. A recurring rule describes such a payment once, and the app keeps it on the calendar for you.

Create a rule

Open Settings, go to the Recurring tab and press Add rule. Fill in the essentials:

  • Type, Amount, Category and Account — the same fields as a normal transaction.
  • Frequency and Period — how often it repeats (every month, every two weeks, and so on) and the Start date.
  • End condition — repeat forever, stop after a number of repeats, or stop by a date.
Web

Link it to the bank (optional)

If this payment also arrives from a connected bank, turn on Auto-match with bank transactions. The app will recognize the real operation within a match window and amount tolerance you set, and merge it with the rule instead of creating a duplicate.

Result

Planned transactions appear on schedule, and the cash-flow forecast counts on them — so an upcoming rent or an incoming salary is reflected before it actually happens.