Set up a recurring transaction

Add rent, salary or a subscription once, and Expenselix records it on every due date.

9 steps

  1. Step 1: Open More

    Tap the More tab.

    Step 1: Open More

  2. Step 2: Open Recurring transactions

    Under Automation, tap Recurring transactions.

    Step 2: Open Recurring transactions

  3. Step 3: Tap +

    Tap the + button to add a new one.

    Step 3: Tap +

  4. Step 4: Enter the amount

    Choose Expense or Income, then type the amount.

    Step 4: Enter the amount

  5. Step 5: Choose a category

    Tap Category and pick one, the same way as when you add a transaction.

    Step 5: Choose a category

  6. Step 6: Set the schedule

    Frequency is how often it repeats. Next run is the date of the next one.

    Step 6: Set the schedule

  7. Step 7: Choose how it's added

    Automatic records the transaction on each date for you. Choose Manual to confirm each one yourself first.

    Step 7: Choose how it's added

  8. Step 8: Save

    Tap Add recurring transaction.

    Step 8: Save

  9. Step 9: It's on the list

    Your new rule appears in the list. Anything due today shows under Needs attention.

    Step 9: It's on the list

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