Revising Recurring Items
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When you have a large number of recurring items set up on the Recurring page, you may find it easier to organize the table by grouping and sorting the recurring items.
The recurring items in the table can be grouped by the following properties:
Category
Cadence
Account
Type (Debit vs Credit)
None
Once you select a property to group by, that property will no longer be represented with a header as a column in the table, but instead, in horizontal tabs that hold groups of similar recurring items together. The tab can be expanded or collapsed by clicking on it.
Some examples:
If you select to group by “Category”, your recurring items will be grouped by the categories they share (eg. “Utilities”, “Entertainment”, “Income”, etc.).
If you choose to group by “Type”, the recurring items will be grouped by debits (recurring expenses) and credits (recurring income).
If you choose to group by “None”, all recurring items will appear ungrouped, listed all together in the table.
The data in each column in the table can be sorted by ascending or descending alphabetical or numerical order. To sort the data, simply click on the header of the column. The first click will sort by descending order, and clicking again will sort by ascending order.
When editing an existing recurring item, keep in mind that the changes made will apply to all instances of the recurring item across all periods.
If for example, you change the start date, the recurring item instances before that date will be removed from the Recurring page. The past transactions already linked to the recurring item will remain linked, even if the specific past recurring item instances have been removed.
Editing recurring items is done from the Recurring page:
Go to Finances > Recurring
Locate the relevant recurring item and click on the arrow to the far-right of the row
In the ‘Edit recurring item’ panel that appears on the right side of the screen, you can revise any of the details
To confirm the changes, click on “Save” at the bottom
Merging two recurring items together is done from the Recurring page:
Go to Finances > Recurring
Locate the recurring item that you wish to merge into another and click on the arrow to the far-right of the row
In the ‘Edit recurring item’ panel that appears on the right side of the screen, scroll all the way down and click on “Merge with existing recurring item”
You will now select the other recurring item, to which you wish to merge all existing linked transactions into
To confirm the changes, click on “Save changes” at the bottom
Once merged, the original recurring item will be removed from the Recurring page. The associated transactions will now be linked to the other recurring item with which it was merged.
Deleting recurring items is done from the Recurring page:
Go to Finances > Recurring
Locate the recurring item that you wish to delete and click on the arrow to the far-right of the row
In the ‘Edit recurring item’ panel that appears on the right side of the screen, click on “Delete” at the very bottom
In the confirmation dialog, click “Yes, confirm”
Once deleted, the recurring item will be removed from the Recurring page. The associated recurring rule will also be removed from the Rules page. The associated transactions will be unlinked and treated as regular transactions again.
