• Create recurring income

  Create recurring income Use recurring income for repeated receipts, such as salary or regular income. Steps Open Add Income and enter the income details. Turn on recurring and configure the available schedule. Review the Space, amount and schedule before saving. What to know Make sure the amount and frequency are correct before creating the schedule.Few readers

• Personal limit reached for recurring

  Personal limit reached for recurring The Personal limit reached message explains why a new recurring schedule cannot be added under the Free limit. Steps The limit message means a Free account has reached the applicable active schedule limit. The documented policy allows up to three active schedules in Personal, counting expenses and income together. Review your schedules in recurring management; stopping one can free a slot. An upgrade option may be available. What to knFew readers

• Recurring in Shared Spaces for Free and Pro

  Recurring in Shared Spaces for Free and Pro Recurring access and ordinary transaction sync follow different rules in a Shared Space. How it works Verified Pro users can use recurring in active Spaces they have joined. Free users use recurring locally in Personal, with up to three active schedules. A Pro Space owner can sponsor ordinary sync for an active Free member, but this does not unlock recurring for that member in the Shared Space. A change in Pro status can pause schedFew readers

• View edit and stop recurring schedules

  View edit and stop recurring schedules Recurring management helps you find schedules you created and see available actions. Steps Open Settings and choose Recurring schedules. Select a schedule you created to see its details and available actions. To stop future recordings, choose the stop action and confirm. Previously recorded transactions remain after the schedule is stopped. What to know Stopping a schedule prevents future recordings; previously recorded transactionsFew readers

• Create a recurring expense

  Create a recurring expense Use a recurring expense for repeated spending, such as a subscription or regular bill. Steps Open Add Expense and enter the expense details. Turn on recurring and configure the available schedule and dates. Review the Space and schedule before saving. What to know Check the frequency, next date and Space; availability depends on account access.Few readers

• About recurring transactions

  About recurring transactions Recurring transactions help you prepare records for expenses or income that repeat on a schedule. How it works Recurring transactions help you record expenses or income that repeat on a schedule. Saving with recurring enabled records the first transaction and creates a schedule for later occurrences. Examples include a monthly subscription or regular income. What to know The first transaction and the schedule are related but distinct. Check theFew readers