Recurring Items

Recurring items are managed on the Recurring page and are used to represent both expense and income transactions that reoccur on a regular cadence.

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The Basics of Recurring

• What are recurring items?

• Properties of recurring items

Creating Recurring Items

• Manual creation

• Suggested recurring (automatic detection)

• Integration with rules

Revising Recurring Items

• Table view settings

• How to edit an existing recurring item

• How to merge two recurring items

• How to delete a recurring item

Recurring Transactions

• Automatic linking (via rules)

• Manual linking

• Viewing linked recurring transactions

FAQ

• Frequently Asked Questions