Edit Recurrings
In the Recurrings view, select the recurring and tap on any of the fields to edit, including the recurring emoji, name, category and filter settings.
To edit your recurring filter settings, tap on the underlined fields. In this example, the recurring was created with a monthly frequency, but it is should be an annual frequency.
Save and then decide if you want to apply the Recurring Filter Changes to only future payments or also include previous payments. NOTE: You will receive this prompt anytime you edit a recurring filter setting.
Manually Add a Transaction to a Recurring
There are two ways to manually add a transaction to a recurring.
From the Transactions View
In the Transactions view, search for the recurring transaction by name or amount. Select the transaction and select Recurring at the bottom of the view.
This will open your list of existing Recurrings. Select the appropriate Recurring and the transaction will be added.
From the Recurring View
In the Recurring view, select the appropriate recurring, and then Edit Transactions at the bottom of the view.
Tap Add and search for the transaction by name or amount. Select the transaction to add to the Recurring.
Save and then decide if you want to apply the Recurring Filter Changes to only future payments or also include previous payments. NOTE: You will receive this prompt anytime you add a new transaction to a recurring.
You may need to update your recurring filter settings if transactions are not automatically being detected. In this example, I updated "Transactions named Apple.com" to "Transactions named Apple".
Manually Remove a Transaction from a Recurring
There are two ways to manually remove a transaction from a recurring.
From the Transactions View
In the Transactions view, search for the transaction by name or amount. Select Not Recurring at the bottom of the view.
You may need to update your Recurring filter settings if transactions are being incorrectly added (see details below).
From the Recurring View
Then select Edit Transactions to open this view. Delete the transaction(s) by tapping the X and then Save.
You may need to update your Recurring filter settings if transactions are being incorrectly added. In this example, I updated the transaction amount range from "$6 to $15" to "$8 to $10".
Delete a Recurring
You can permanently delete a Recurring by either selecting Delete at the bottom of the view, or by tapping the icon in the upper right hand corner to open the Recurring Option menu.
You will be prompted to confirm the deletion. If you decide not to delete the recurring, then simply tap outside of the recurring view.
Deleting a Recurring has no impact on the transactions, but it will permanently delete the recurring history.
You can also Pause or Archive a recurring if you do not want to delete the historical record. See this article for more details.
👋 Still have questions? Contact us via the in-app chat.