Create recurring activity

Set up repeating income or expenses without creating avoidable duplicates.

Workspace financeTransactions2 分钟阅读入口 /app/recurring

Choose a stable pattern

Create recurring activity for predictable income or expenses with a known amount, account, currency, and cadence.

Choose the first expected date and add an end date when the agreement or service has a known finish.

Use advance reminders for bills, renewals, or payments that require review before they are recorded or paid.

Check whether the same activity is already represented by an import, an existing recurring item, or a manually entered transaction.

Pause a temporarily inactive item so its setup remains available. Resume it only after confirming the next expected date.

When an amount or schedule changes, update the recurring setup and verify the next occurrence rather than correcting every future item individually.

Set up repeating income or expenses without creating avoidable duplicates.

Workspace financeTransactions2 分钟阅读入口 /app/recurring

Create recurring activity for predictable income or expenses with a known amount, account, currency, and cadence.

Choose the first expected date and add an end date when the agreement or service has a known finish.

Use advance reminders for bills, renewals, or payments that require review before they are recorded or paid.

Check whether the same activity is already represented by an import, an existing recurring item, or a manually entered transaction.

Pause a temporarily inactive item so its setup remains available. Resume it only after confirming the next expected date.

When an amount or schedule changes, update the recurring setup and verify the next occurrence rather than correcting every future item individually.