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.

Remind me

When to be told about the next occurrence. Independent of Auto-enter: that decides when the transaction gets booked, this decides when you hear about it.

• Off — no reminder. The plan still generates as scheduled.
• On the due date / 1 day before / 3 days before / 1 week before.

Reminders arrive at the app-wide reminder hour, set once under Notification settings — the presets bake that hour in when you pick them, so changing the hour later doesn't retime plans you've already saved. A template carrying a timing that doesn't match any preset shows a selected Custom chip rather than being silently rewritten.

New templates start at whatever you set as the default reminder in Notification settings. Envelope (bucket) plans have no reminder option — the feed never reminds for envelopes.

Notes

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

Duplicate (edit only)

Editing an existing plan shows a copy icon in the header. It opens a new plan pre-filled with the same schedule, amounts, and splits — handy for a variant that only differs in amount or account. Tweak and Create.