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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 rule schedule and next due illustration

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.

Recurring rule schedule and next due illustration

Create once, keep it consistent

Start from a transaction or create a rule directly—then manage it like an operator.

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.

Stop re-entering the same transactions

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