Creating Recurring Transactions

The frequency of Recurring Transactions can be daily, weekly, monthly, annually, or on a custom date.

Creating Recurring Transactions;

• Go to Banking on the Navigation Menu
• Select Transactions from the dropdown options.
• On the Transactions page, switch tabs from Transactions to Recurring Templates.

• Click New Recurring Income or Expense.
• Enter the required details.
• Scroll down the page to the Schedule section to define Income/Expense frequency.

The frequency of Recurring Transactions can be daily, weekly, monthly, annually, or on a custom date.

• Set Start and End dates.
• Then, Save.

To see a list of Recurring Transactions:

• From the Transactions page, switch the tab from Transactions to Recurring Templates.