Recurring templates

Templates that generate transactions on a schedule — payday, rent, subscriptions, monthly transfers. Each template owns its own cycle (daily / weekly / monthly / yearly / custom) and an auto-enter horizon.

Header icons

• Window menu — pick how far ahead the Upcoming section looks: 7 / 30 / 60 / 90 days, or Next occurrence which always shows exactly one row per template regardless of the window.
• New template — open the new-template form.

Auto-enter

• Templates with auto-enter ≥ 0 generate transactions automatically on book open: any due-date within that many days of today gets booked as an unaccepted row.
• Templates with auto-enter < 0 stay in the Upcoming list until you tap Enter now manually.
• The bolt icon next to a row's date means it's overdue.

Tips

• With no plans yet, the list itself offers Add a plan item.
• Tap Enter now on an upcoming row to book it immediately and advance the template's next-due date.
• Splits, recurring transfers, and recurring transactions with FX conversion are all supported — the template stores the same shape as a regular transaction.
• On a wide screen, the right-hand pane shows the Profit & loss statement for the timeline window (and for the selected saved plan) while nothing is selected.
• Show on timeline is stored on the plan itself, so a pin syncs and travels with backups to your other devices.
• Plans and upcoming rows that carry classification values show them as small muted tags under the category line — always, no setting needed.