Automatically create scheduled (recurring) transactions
under review
Jen
Use case #1: setting aside X amount every 2 weeks
Use case #2: prevent adding new transactions in the future from updating manually-managed account balance until day of
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Jen
under review
M
Marek Ziolkowski
I would like this too, please. Similar to how YNAB has solved scheduled transactions. They appear as an unreviewed transaction automatically, and must be accepted / reviewed.
Would also be good to be able to expand and collapse all upcoming transactions for the current month or view, in order to separate them from the ones that have occurred.
(I am specifically not using the frase "posted" transaction, as a user that has to create every transaction manually (as I am based in Norway)).
Jen
Merged in a post:
Manual recurring transactions
M
Michael Bianco
There are some pre-tax transactions that I'd like automatically created using a manual rule. For instance, my health insurance premium.
Would be great to create a rule that says 'create a $100 transaction in this account every month on day 15'
Jen
Merged in a post:
Automatically add Recurring Transactions
P
Past User 13337
It would be great to have a check box allowing recurring transactions to be automatically inserted as a processed transaction as per their cycle (monthly, yearly, etc). All of my recurring transactions will 100% take place (subscriptions, rent, etc), so I don't see much reason why I should have to manually add "from recurring transaction" every month...
This almost defeats the purpose of the feature in my opinion. It's extra thought and clicking for something that is 99% of the time going to remain unchanged.
Or alternatively, to have the transaction show up in the transactions list for that month - but with a confirmation box, to confirm whether the transaction has taken / will take place.
In the case where a recurring transaction doesn't happen, we can always delete that transaction for that month.