Recurring transactions, controlled by rules

Create rules for repeating income and expenses. Track next due dates, pause rules when needed, and run an occurrence on demand—without losing context.

Recurring rules that stay operational

Built for real schedules, real accounts, and real cleanup.

Income and expense rules

Track repeating inflows and outflows in one place with clear type separation.

Flexible frequencies

Daily, weekly, biweekly, monthly, quarterly, semiannual, annual—and custom when you need it.

Start and end dates

Define when a rule begins and when it stops, so schedules stay accurate.

Next due visibility

Sort by next due date to see what’s coming up and what needs attention.

Run now

Create an occurrence on demand when you need to post a payment or invoice immediately.

Recycle-bin safety

Soft delete by default so you can restore rules when something gets removed by mistake.

Create once, keep it consistent

Create from the transaction drawer

When you log a new income or expense, optionally turn it into a recurring rule right away.

Assign account and category

Keep posting consistent by tying rules to the right account and category.

Pause, resume, and edit

Toggle rules active/inactive and refine schedules as your business or personal life changes.

Keep rules operational

Pause, resume, and run-now actions stay visible and predictable.

Stop re-entering the same transactions

Use recurring rules to keep repeats predictable and reviewable—without sacrificing control.

Team and business workflows

Built for real schedules, real accounts, and real cleanup.

Income and expense rules

Track repeating inflows and outflows in one place with clear type separation.

Flexible frequencies

Daily, weekly, biweekly, monthly, quarterly, semiannual, annual—and custom when you need it.

Start and end dates

Define when a rule begins and when it stops, so schedules stay accurate.

Next due visibility

Sort by next due date to see what’s coming up and what needs attention.

Run now

Create an occurrence on demand when you need to post a payment or invoice immediately.

Recycle-bin safety

Soft delete by default so you can restore rules when something gets removed by mistake.

Create once, keep it consistent

The same feature in more complex team, finance, and operations workflows, preserving the strongest business-specific guidance in one canonical feature page.

Start from a transaction or from scratch

When you log a transaction, optionally turn it into a recurring rule right away—so repeats don’t become manual busywork.

Create from the transaction drawer

A simple toggle turns repeats into a managed schedule.

Keep assignment stable

Tie rules to the right workspace, account, and category for consistent posting.

Manage schedules like an operator

Pause, resume, edit, and run occurrences on demand when your business needs flexibility.

Pause and resume

Stop a rule temporarily without deleting it.

Run on demand

Post an occurrence immediately when timing changes.

Keep upcoming items visible

Next due dates keep schedules explicit so teams can plan around known repeats.

Next due sorting

A simple list makes it clear what’s coming up.

Consistent records

Recurring entries stay structured and reviewable for exports and reconciliation.

Questions, answered

Do recurring rules support both income and expenses?

Yes. Create rules for repeating inflows and outflows with clear type separation.

Can we pause a rule without losing it?

Yes. Pause and resume rules so schedules match real operations.

Can we run an occurrence early?

Yes. Use Run now to post an occurrence on demand.

Do rules include accounts and categories?

Yes. Tie rules to the right workspace, account, and category to keep posting consistent.

What happens if something is deleted by mistake?

Rules support soft delete by default so you can restore when needed.

Is this meant for business schedules?

Yes. It’s designed for operational use: visibility, flexibility, and reviewability.

Stop re-entering the same transactions

Use recurring rules to keep repeats predictable and reviewable—without sacrificing control.

Get started Learn more

Create once, keep it consistent

Create from the transaction drawer

When you log a new income or expense, optionally turn it into a recurring rule right away.

Assign account and category

Keep posting consistent by tying rules to the right account and category.

Pause, resume, and edit

Toggle rules active/inactive and refine schedules as your business or personal life changes.

Keep rules operational

Pause, resume, and run-now actions stay visible and predictable.

Stop re-entering the same transactions

Use recurring rules to keep repeats predictable and reviewable—without sacrificing control.