Recurring transactions
The predictable half of your books, entered once.
Included in: Every paid plan
Rent, subscriptions and retainers that repeat on their own schedule.
Set the rhythm once
Rent, software, retainers and loan payments repeat on the schedule you give them.
Predictable books
The repeating half of your ledger stops being data entry.
Editable at any point
Change the amount or end the schedule when the arrangement changes.
How it works
- 1
Enter it once
Amount, account, vendor or customer, and how often it repeats.
- 2
Pick the schedule
Weekly, monthly, quarterly, or a custom cadence with an end date.
- 3
It recurs
Each occurrence appears in your books on its date, ready to review.
Recurring transactions questions
Works with
Bank sync
A secure, read-only connection to your bank, with transactions imported every day.
AI categorization
Confidence-scored categorization that proposes the account, and learns your merchants as you correct it.
Learned merchants
Categorize a merchant once and it fills itself in from then on. You never write a rule.
Try recurring transactions free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.