Recurring Payments
What Is This
Section titled “What Is This”Recurring payments are templates that automatically create expense or income records on specified days. Perfect for:
- Rent (every 1st of the month)
- Service subscriptions (monthly)
- Salary (1st and 15th)
- Weekly expenses (every Monday)
- Annual payments (insurance, taxes)
Creating a Recurring Payment
Section titled “Creating a Recurring Payment”- Go to the Recurring section in the sidebar
- Click the Add button
- Fill in the form:
| Field | Description |
|---|---|
| Name | Payment description (e.g., “Apartment rent”) |
| Type | Fact or Plan |
| Currency | Payment currency |
| Amount | Payment amount |
| Category | Expense or income category |
| Period | Weekly, monthly, or annually |
| Day | Day of week / day of month / date and month |
| Start date | When to start generating |
| End date | When to stop (optional) |
- Click Save
Management
Section titled “Management”In the recurring payments list, each template offers:
- Enable/Disable - activity toggle
- Generate - create a record manually right now
- Edit - modify parameters
- Delete - remove the template
How Automatic Generation Works
Section titled “How Automatic Generation Works”- Every day at midnight, the app checks if records need to be created
- If today matches the template schedule - an expense or income is created
- A record is created once per period (duplicate protection)
Limits
Section titled “Limits”The number of recurring payments depends on your subscription:
Current usage is displayed as a counter: X / Y used.
If the limit is reached, the “Add” button will be disabled and you’ll see a warning.
Manual Generation
Section titled “Manual Generation”If you need to create a record ahead of schedule:
- Find the desired template in the list
- Click the Generate button (play icon)
- The record will be created immediately