Docs

Recurring schedule changes

Changing a schedule affects future events and the forecast. You can edit the amount, wallets, category, frequency, next date, end date, and automatic-creation setting. Existing transactions do not change.

DocumentationDocsGuidePlanningSchedule EditingFuture OccurrencesRecurring Rules

Temporary or permanent change

If only one actual payment differs, correct that transaction. Edit the schedule when future events should use the new amount or date as well.

Next occurrence

All future events are generated from the next date. It must match the frequency and fall on or before the end date to avoid a duplicate, gap, or extra payment.

Forecast after saving

After saving, Tetri recalculates the forecast and upcoming-payment list. Past transactions and the wallet balances they changed remain the same.

Pause or end date

Pause hides future events without deleting the schedule. Use an end date when payments stop after a known day.