How to add a recurring entry

When to use Repeat

Use repeat settings for entries that repeat on a predictable schedule. Salary, rent, subscriptions, insurance, loan payments, credit card payments, and regular bills are good candidates.

Recurring entries keep future income and expenses visible in Cashflow without making you enter the same entry every week, every two weeks, every month, or every year.

Repeat types

The Repeat field on the entry form is set to One-time by default. When you open it, you can see:

• One-time: Creates only one entry on the selected date.
• Weekly: For entries that repeat every week.
• Biweekly: For income or expenses that repeat every two weeks.
• Monthly: For monthly entries such as salary, rent, subscriptions, credit cards, and bills.
• Yearly: For yearly entries such as insurance, annual subscriptions, or taxes.

When you choose a recurring option, the Date field becomes Start, and the save button changes to wording such as Create monthly entry depending on the selection.

Repeat settings

For options other than One-time, a Repeat settings section appears. It can include:

• Occurrence count: Sets the remaining number of repeats before the recurring entry ends. Use 0 for endless repeat, shown as Endless.
• Frequency: Sets whether the selected repeat type runs every week, every month, or at wider intervals.
• On this day...: Lets entries follow a specific day rule.
• Extra time: Use this when a due date or entry date needs extra time.

Choose these settings according to the real payment rule. For example, rent may repeat on the same day every month; yearly insurance may repeat once a year; some bills may need extra time.

Add recurring income

Regular income is a strong first Repeat setup. Add salary, rent income, or recurring freelance payment as income, then choose the right rule from Repeat.

1. Create the income entry

   Enter name, amount, currency, account, group, tag, paid status, and start date.

2. Choose the repeat type

   Monthly usually works for salary. If it arrives on another schedule, use Weekly, Biweekly, or Yearly.

3. Check future months

   Move between months in Cashflow and confirm the entry appears on the expected dates and affects Forecast as expected.

Add recurring expense

Recurring expenses reduce surprises. Rent, subscriptions, loan payments, credit card payments, insurance, and bills are common examples.

Pay attention to these points:

• If the amount changes often, review the entry regularly.
• If the due date can fall on a weekend or holiday, check your Holidays and Reminders settings.
• If the entry should end after a certain point, do not leave Occurrence count endless.
• If it uses another currency, choose the currency deliberately before saving.
• For upcoming unpaid expenses, Paid status can stay off.

Planned vs completed entries

Recurring entries may appear before payment is made. Turn Paid status on only when the payment is actually complete. That keeps upcoming entries planned, while completed entries reflect what has already happened in Cashflow.

If an entry does not appear where expected, check the selected month, Income/Expense filter, group and tag filters, currency, Paid status, and Forecast.

Next step

After setting up recurring entries, use Cashflow and Insights filters for income, expense, group, tag, currency, and month to make sure the entries land where you expect.