Budgets & Goals

Setting up recurring transactions

Automate regular bills so they appear in your budget without manual entry.

Recurring items represent bills or income that happen on a schedule — rent, salary, Netflix, gym memberships.

  1. 1

    Go to Finances → Bills

    Open the Bills section from the sidebar.

  2. 2

    Click "Add recurring item"

    Enter the name, amount, and frequency (weekly, monthly, yearly).

  3. 3

    Set the start date

    Choose the date of the first occurrence. FinTrack will project future entries.

Tip

Recurring items don't automatically create transactions — they serve as reminders and projections. Mark them as paid when the actual charge clears.