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Recurring income, expenses, and transfers

Schedules store future income, expenses, and transfers with their amount, frequency, and next date. They appear in the forecast immediately. Fixed payments can also create transactions automatically.

DocumentationDocsGuidePlanningRecurring PaymentsUpcoming PaymentsCash Flow

Expected and recorded events

A scheduled event changes only the forecast. The wallet balance changes after a transaction is created manually, by import, or automatically.

Amount, frequency, and next date

Amount, frequency, and next date determine future events. An outdated date makes the forecast wrong even when the amount is correct.

Schedule changes

You can change the amount, frequency, or next date. Pause hides future events temporarily, while an end date stops them after a known day.

Automatic creation for known amounts and dates

Automatic creation works for payments with a known amount and date. Keep variable bills or uncertain income in the forecast until they are confirmed.