Recurring Transactions

Recurring transactions represent income or expenses that repeat on a schedule (e.g. rent, salary, subscriptions). Setting them up improves forecasting accuracy and saves time.

Where to manage them

Money → Transactions → Recurring (/recurring): combined list and calendar of repeating income and expense lines.
Money → Transactions → Income (/income): paycheck rules and income sources.
Money → Transactions → Bills (/bills): upcoming due dates and planning (hypothetical forecast lines).

When to Use Recurring

Income: Paychecks, dividends, rental income
Expenses: Rent, utilities, subscriptions, loan payments
Transfers: Regular savings or investment contributions

Investment accounts

Open Find Recurring on a brokerage to scan for repeating contributions and cash dividends. Reinvested dividends stay in the account's expected growth rate (total return: price + yield). Cash dividends you take out become Recurring Income on a checking or savings account — not extra yield on the brokerage rate, and not a bill. Brokerage contributions add to the investment forecast; they do not appear on Bills.

Add a Recurring Transaction

Open Money → Recurring (or go to /recurring)
Add a recurring line with amount, schedule, and description
Or go to Add recurring transaction and set the frequency
Save so it appears in forecasts and reports

Tips

Keep due dates accurate so cash flow projections are reliable
Review the Recurring page periodically to add new lines or remove old ones
Use categories consistently for easier reporting

See also Bills, Managing Subscriptions, Recording Transactions, and Financial Forecasting.

BillsTrack upcoming bill due dates and plan hypothetical forecast lines.
Managing SubscriptionsTrack and manage your recurring expenses like streaming services, software subscriptions, and memberships in one place.
Recording TransactionsLearn how to record income, expenses, transfers, and investment transactions.
Financial ForecastingUse forecasting tools to project your financial future and plan accordingly.
Creating and Managing BudgetsSet up budgets, track spending, and monitor your financial goals.

Recurring Transactions