Automate routine transactions
effortlessly
Set up recurring transactions for rent, utilities, payroll, and regular expenses. Transactions generate automatically on schedule, saving you time and ensuring nothing is missed.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Automation Made Simple
Set it and forget it for routine financial tasks
Automatic Generation
Set it once, transactions generate automatically. Monthly rent, weekly payroll, quarterly insurance — all handled.
Flexible Scheduling
Daily, weekly, monthly, quarterly, or annual frequencies. Set specific days of the month or week.
Advance Reminders
Get notified before recurring transactions post. Review and approve, or let them post automatically.
Start & End Dates
Set when recurring transactions begin and optionally when they end. Perfect for leases and contracts.
Custom Amounts
Fixed amounts for consistent bills, or variable amounts you adjust each cycle. Flexibility for any situation.
Income & Expenses
Automate both income and expenses. Regular rental income, expected donations, and recurring payments.
Full Details
Each recurring transaction includes category, fund, description, and attachments. All copied to generated transactions.
Pause & Resume
Temporarily pause a recurring transaction without deleting it. Resume when ready to continue.
Manual Generation
Generate transactions on demand instead of waiting for the schedule. Useful for early payments.
Easy Modifications
Update amounts, categories, or schedules anytime. Changes apply to future transactions only.
History Tracking
See all transactions generated from each recurring template. Track what's been created and what's coming.
Multi-Fund Support
Allocate recurring transactions across multiple funds if needed. Same flexibility as manual transactions.
Automate monthly bills and regular expenses
Set flexible schedules for any payment frequency
Get reminders before transactions post
Pause and resume without losing settings
Save time on routine bookkeeping tasks
Use Cases
Real-world applications
Monthly Bills
Set up rent, utilities, insurance, and other monthly expenses. They generate automatically each month with correct categorization.
Payroll Tracking
Create recurring transactions for payroll. Weekly or bi-weekly entries generate automatically for consistent record-keeping.
Quarterly Payments
Track quarterly insurance premiums, denominational dues, or seasonal expenses. Never miss a payment.
Expected Income
Record expected rental income, regular grants, or contracted giving. Track when expected income doesn't arrive.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
How do I set up a recurring transaction?
Go to Recurring Transactions, click "Create New," enter the transaction details, and set the frequency (weekly, monthly, etc.). Choose auto-post or review-before-posting.
Can I pause a recurring transaction temporarily?
Yes! Pause any recurring transaction without deleting it. The template is preserved with all settings, and you can resume when ready.
What schedules are available?
Daily, weekly, bi-weekly, monthly, quarterly, and annual frequencies. Set specific days (1st of month, every Monday) and optional start and end dates.
Can I edit future recurring transactions?
Yes! Update the template amount, category, or description. Changes apply to future transactions only — past transactions are preserved.
Still have questions?
Contact our support team