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.