View complete list of recurring items
Instead of a monthly view, show a complete list of all recurring items, past and present.
Link transaction with prior month recurring
In cases where you might end up paying multiple months of a bill at once after missing a bill, it would be nice to be able to link the transaction to the missed recurring item from a prior month after splitting the transaction.
Support 'last day of the month'
I have an expense that is deducted the last day of the month. Currently I can't set that as the recurring date.
Mark recurring item as "for next month"
Some monthly bills aren't exactly monthly 'direct debited'. (I have a monthly bill that bills x working days after the 24th of the month.) It can happen that one month there is no monthly transaction and the other there is two. I'd like to be able to select a transaction and mark it as it was for the next or previous month. Now I am fixing it by changing the date of the transaction to one that actually isn't the real date.
Support for recurring transfers
Every month I make transfer from my checkings account to my savings account I would like this transfer to be automatically recognized, and create the necessary debit and credit entries in both accounts Currently I do not see a way to do that - "Recurring items" do not seem to support transfers Would be a great time saver. Thanks Jen!
Support "Every X days" cadence
Some subscriptions bill every 30 days. Allow some flexibility in the recurring cadence.
Notify when recurring item happens
Have an inbox for recurring items that have been received - maybe next to the "to review" transactions. Right now it's easy to stay on top of in/out of non-recurring money. However, because recurring items get "reviewed" automatically, you can easily miss one. This can be a problem is you need to remember to charge someone for half of a recurring shared expense like a utility bill with your roommate. I'd like if there was a location in the app that badged/notified when a new recurring transaction instance was recognized so that I didn't have to remember to go check the transactions or recurring items tabs manually.