Adjust the Date or Date Range
Recurring transactions may be posted on a specific day or in a date range.
You can set a specific date by selecting a one day of the month.
You can also set a date range by selecting multiple days.
Partial Transaction Name Matching Rules
Recurring transactions may be posted under a specific name or a customized name. For example, a monthly gas bill may be posted as GasBill072020, GasBill082020, etc.
You can update the recurring filter settings with a partial transaction name matching rule by tapping on the transaction name in the filter setting to edit. This setting will capture the unique name in your recurring schedule.
For example, "Transactions named GasBill from $50 to $60 around the 25th every month".
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