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
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 ledger, account, and category for consistent posting.
Operate
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.
Review
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.
