Recurring template

Create or edit a template that auto-generates transactions on a schedule — payday, rent, subscriptions, monthly transfers.

Date

The first due date. Future dates schedule the template forward; past dates mean "this was due then, the auto-enter sweep should catch it up". The stepper arrows nudge by one day.

Amount

The calculator field. Sign follows the same rules as the regular transaction editor — the ± chip owns the sign.

Account

Which account each generated transaction posts to. Required.

Category

The category each generated transaction lands in. Required. For transfer templates, this is the destination account picker instead.

Payee

Optional. Autocompleted from past entries; new names are created on save.

Repeat method

How often this template fires:

• No repeat — fires once, then deletes itself
• Daily / Weekly / Monthly / Yearly
• Most users want Monthly — pairs nicely with the Budget tab's

envelope view.

Auto-enter window

When the next-due date falls inside this window, the book-open sweep books the transaction automatically as an Unaccepted row:

• Manual — never; you accept each one from the Recurring tab.
• On day — exactly on the due date.
• 3 days / 1 week / 2 weeks / 1 month — lead time.

Notes

Free-text memo carried onto every generated transaction. Up to 255 characters.