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Turn any transaction into a rule with cadence, start/end dates, and linked account.
Toggle “Make recurring” on any transaction, pick cadence, start, and optional end date. Generated items stay linked to the chosen workspace account.
Preview upcoming occurrences and edit or skip specific instances without deleting the rule. This helps with seasonal expenses or paused services.
Because entries are scheduled, reminders and insights see them early—fewer surprises when renewals post.