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.

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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