Docs

Recurring expense schedule

An expense schedule has an amount, currency, source wallet, category, frequency, and dates. The payment appears in the forecast before it is made. A budget for the same category can include recurring payments without reserving the amount twice.

DocumentationDocsGuidePlanningRecurring ExpensesBillsForecasting

Expense name and amount

Enter the expected amount in the currency that will be charged. For a variable bill, use a typical amount in the forecast and record the actual transaction after the invoice arrives.

Source wallet and category

Select the wallet that will be charged. The category determines which budgets and reports include the payment. If a budget for this category includes recurring payments, Tetri does not reserve the amount a second time.

Frequency, dates, and transaction creation

The frequency and start date determine future events. No new events are created after the end date. Automatic creation turns each event into a transaction without manual confirmation.

Recurring transfer between your wallets

A recurring transfer needs a source and destination wallet. It works for regular savings or card funding and is not counted as income or spending.