RECURRING

Making a transaction recurring does the following:

• automatically creates future transactions based on settings (defaults to monthly)
• creates a “recurring” page in the main navigation so you can edit any recurring transaction settings
• adds 🔁 to the transaction log so you can easily see which transactions are recurring.

CREATE A RECURRING TRANSACTION

Any expense or income transaction can be converted to a recurring transaction. There are two ways to make a transaction recurring:

Using SMS

The easiest way is to send recurring as an SMS to TEXTBOOKS. Then you just follow the prompts.

Transaction Log

To edit a transaction, simply click on the # in any of transaction log:

Convert into a recurring transaction: