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Recurrings Tab Overview
Recurrings Tab Overview

Information about the Recurrings tab

Kai avatar
Written by Kai
Updated over a week ago

Copilot's Recurrings tab allows you to review all paid and left to pay recurrings for the current month, future recurrings that occur less frequently, and archived recurrings. You can also review and edit any recurring filters to make necessary changes.

Display Options

In the Recurrings tab, you can view your recurrings in list view or grid view by tapping on the icon next to the recurring's list.
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Note: Display options are not currently available on Copilot macOS, all recurrings will be shown in the list view.

Recurring Details View

Recurring details view allows you to review recurring filters for each recurrings to make sure they're all still up to date. If anything has changed, you can tap on the appropriate underlined section to update those filters to make sure the recurring is still capturing the correct transaction. You can use this article to learn more about editing your recurring filters.

On Copilot macOS, you can also see Key Metric and Last Account Used in the recurring details view.

Create New Recurrings

You can create new recurrings from the Recurrings tab by tapping on the + icon at the end of the list. You can use this article to learn more about creating new recurrings.
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