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Recurring Entries

Automatically record fixed income and expenses - ideal for salary, rent, subscriptions, and other periodic transactions.

Create a Recurring Entry​

  1. Go to "Me" → "Automation" → "Recurring Bills"
  2. Tap "+" to create
  3. Fill in transaction details
  4. Set frequency and execution time

Frequency Types​

TypeDescriptionExample
DailyExecutes every dayDaily commute
WeeklyFixed day each weekWeekend entertainment
MonthlyFixed date each monthSalary, rent
YearlyFixed date each yearAnnual membership

Currency (v3.7.2)​

You can pick a currency when creating a recurring bill, instead of being limited to the ledger's base currency:

  • With an account selected, its currency wins; with no account, the currency you picked on the template is used
  • Changing the currency re-filters the account candidates, so any already-selected account is cleared and must be picked again
  • Every generated entry converts at the rate in effect that day — "$10 a month" is never frozen into one fixed local amount
  • Foreign-currency templates show their ISO code in front of the amount in the list

Existing recurring bills have no currency set, which means the ledger's base currency — their behavior is unchanged. See Multi-currency.

Common Use Cases​

  • Salary - Monthly income on a fixed date
  • Rent/Mortgage - Fixed monthly expense
  • Subscriptions - Video/music streaming services
  • Phone Bill - Monthly recurring charges
  • Insurance - Annual premiums

Managing Recurring Entries​

  • Pause - Temporarily stop execution
  • Resume - Re-enable
  • Delete - Remove completely
  • Set Duration - Specify start and end dates