What a recurring rule does
A recurring rule stores a repeated income, expense or transfer with its amount and date. Planning uses it before the real transaction is created.
Example. Rent is due on the 1st and salary arrives on the 25th. Adding both rules shows the balance between those dates.
Create a rule
- Open Planning → Recurring.
- Choose income, expense or transfer.
- Enter the name, amount and currency.
- Select the source and destination wallets.
- Choose the frequency and start date.
- Choose automatic or manual recording.
Automatic recording
Tetri creates the transaction when the date arrives. An early payment can be recorded before the scheduled date and linked to that occurrence.
Manual recording
Tetri keeps the expected date but waits for the real transaction. Record it from the rule or link an existing matching transaction.
Changes and pauses
A rule can be edited, paused, resumed or ended. Completed occurrences remain in the history. Future changes do not delete past payments.
Recurring rule and budget
The rule places rent on a date. A fixed-bill budget checks whether rent used the period limit. They can be used together because they answer different questions.