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Pause or Archive Recurrings
Pause or Archive Recurrings

Steps for pausing or archiving your recurrings

Olivia avatar
Written by Olivia
Updated over a week ago

Pause a Recurring

Copilot allows you to pause a recurring if the expense has been temporarily paused in your budget. For example, if you want to take a break from TV, you may pause your streaming service subscription for three months.

  • To Pause a recurring, go to the Recurring view and select it.

  • Tap the menu icon in the upper right hand corner to open the Recurring Option menu.

  • Select Pause and the recurring will be updated accordingly.

  • Once you have paused a recurring, Copilot doesn’t expect that recurring transaction to be paid in the future, so the expense will be removed from your expected spend if it hasn't been paid already.

  • The next time Copilot receives a payment for a paused recurring, it will automatically be marked as active again.

Archive a Recurring

Copilot also allows you to archive a recurring if the expense has been permanently removed from your budget. For example, if you cancel a gym membership, then you can archive the recurring transaction data for historical reference.

  • To Archive a recurring, go to the Recurring view and select it.

  • Tap the menu icon in the upper right hand corner to open the Recurring Option menu.

  • Select Archive and the recurring will no longer be active.

  • Once you have archived a recurring, Copilot doesn’t expect that recurring transaction to be paid so the expense will be permanently removed from your expected spend.

Planned Feature Enhancement: If Copilot receives a payment for an archived recurring, then we will trigger a text or email notification for your review. We will not reactivate the recurring though.


Recurring View Options

Copilot allows you to view your Active (Monthly & Future), Paused and Archived Recurrings in either a block or list view.

  • To change the Recurring view, tap the block or list icons on the right hand side of each section.

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