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Schedule a recurring transaction

Create a rule that adds a transaction for you every day, week, month or year.

Updated 2026-10-07

Some money moves on a schedule: rent, a subscription, a salary. A scheduled transaction adds it for you every time it is due.

Where to find it

Open the app menu and choose Scheduled Transactions. Each rule shows how often it repeats and when it runs next.

Steps

  1. Tap the round + button (its label is Create rule).

The Scheduled Transactions list with the Create rule button marked

  1. Choose Expense, Income or Transfer, then type the Amount and a Name.

The type options and the amount and name fields marked

  1. Tap From account and pick the account the money leaves.

The account picker with Everyday Checking marked

  1. Tap Category and pick one.

The category picker with Subscriptions marked

  1. Set how often it repeats with Repeats every and Cadence, and choose the Start Date.

The repeat, cadence and start date fields marked

  1. Tap Create.

The Create button marked at the bottom of the form

Tips

  • You can also create one from the new transaction form by switching on Make this recurring.
  • Each rule in the list shows its Next run.
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