Planning

Recurring transactions

Track repeating income, bills, subscriptions, and scheduled activity.

Last updated Apr 23, 2026

Recurring transactions

Recurring transactions represent scheduled income, bills, and subscriptions.

Common examples

Use recurring entries for salary, rent, mortgage payments, utilities, streaming subscriptions, insurance, and loan payments.

Forecast impact

Recurring rules are included in the cash flow forecast. Accurate dates and amounts make the forecast more useful.

Keep rules current

Update recurring entries when a subscription price changes, a salary date shifts, or a bill stops.

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