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Recurring Transaction Name
Recurring Transaction Name

Why a transaction's name may change when it's associated with a Recurring

Kai avatar
Written by Kai
Updated over 3 weeks ago

When creating a Recurring, you can name it anything you want. Whenever a transaction is associated with that Recurring, the transaction name in the Transactions tab is updated to display the Recurring's name (instead of the original transaction name.)

However, if you tap or click on the Recurring transaction in the Transactions tab, the transaction detail view will show the original transaction name shared by the institution.

In the example below, the original name for this Recurring transaction is "Apple Cash Sent Mone 1infiniteloop Ca," but since it's associated with the Utilities recurring, the transaction surfaces in the Transactions tab with the name "Utilities." The transaction detail view will show the original transaction name and the related Recurring.

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