FAQ
Frequently Asked Questions
What’s the difference between recurring transactions, items and rules?
Recurring Transactions are any transactions that repeat on a regular cadence, with the same payee and amount. These are managed on the Transactions page.
Recurring Items hold the recurring transactions within them, and are managed on the Recurring page.
Recurring Rules define the transaction properties by which a transaction is considered recurring, and will automatically link the matched transaction to the relevant recurring item.
Can I disable suggested recurring item detection?
You can effectively prevent transactions from being associated with suggested recurring items by creating a 'Don't link to recurring' rule on the Rules page:
Here's how to set up the rule:
Go to the Rules page
Click on 'Add a new rule'
Under "If..", click on 'Add condition' and choose 'Matches day'
Set the condition to "Day is between (inclusive) 1 & 31"
This condition ensures that the rule triggers for any transactions with a date within that range, meaning, all transactions!
Under "Then..", click on 'Add action' and scroll down to select 'Don't link to recurring item'
This action doesn't prevent existing recurring item rules from triggering, and your own recurring items will still work as expected. This action will only prevent the automatic creation of new suggested reucrring items.
To save the new rule, click on 'Create'
Once you've set this rule up, make sure to also clear out any existing suggested recurring items as well, by approving or rejecting them. If you have pending suggested recurring items to review, you will see a 'Show suggestions' button on the Recurring page. You can also click here for a direct link.
How do I request a new feature for Recurring Items?
We are always looking for feedback on new features, and recommend opening a feature request ticket on the Feedback Board here: https://feedback.lunchmoney.app/recurring-items
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