Finances - Recurring
Overview
The Recurring section manages recurring transactions such as subscriptions, scheduled payments, and regular income.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Recurring
Features
Recurring Setup
- Create recurring transactions
- Set frequency (daily, weekly, monthly, yearly)
- Set start and end dates
- Automatic categorization
Management
- View all recurring items
- Edit recurring rules
- Pause/resume
- Delete recurring
Transaction Generation
- Automatic entry creation
- Manual trigger option
- Preview upcoming
- Skip specific instances
Quick Reference
| Frequency | Description |
|---|---|
| Daily | Every day |
| Weekly | Every week |
| Monthly | Every month |
| Yearly | Every year |