Repeating Transactions

How they work

Transactions can be set up to be repeating transactions, i.e. they happen at a specific time.

Lets say your salary is paid every 2 weeks on a Tuesday night. You would set:

If you open the app, and it is now past the next Tuesday:

NOTE: If you only open the app after 4 weeks, it will make 2 copies of the transaction to fill in the correct number of repeats.

Editing Repeats

To make a transaction a repeating transaction (or to edit the repeats), edit the transaction, and go to the Repeat tab.

Repeat Type

The first thing to select is the type of repeat you want:

Depending on the option you choose, different fields will be visible on the repeat tab.

At (Time of Day)

Pressing Expand next to the At field, lets you select the time of day for the transaction repeat.  Enter the time in the HH:MM:SS field and press Add. The time will appear in the list. You can add multiple times of the day if you wish. Un-tick the time in the list to remove that time.

On (Which Days)

Pressing Expand next to the On field, lets you select day on which the transaction repeats.

Start and End

Pressing Expand next to the Start Repeating field lets you start repeating from a specific date.

Pressing Expand next to the Repeat Until field lets you stop repeating after a specific date.

Excluding Days

Pressing Expand next to the Exclude Repeating lets you exclude either:

Test Page

Pressing Expand next to the Repeat choice shows a page listing all of the predicted repeat times (based on other other fields in the repeat tab).
It also shows the repeat as an expression (which you can use for expression repeats).

Expressions

You can copy the expression from the Test Page into the Repeat Due field and modify it as required. NOTE: This is only for advanced use.

Create Sequence

This button allows you to turn a repeating transaction into a set of actual (non-repeating transactions) for a time into the future. This button is only enabled once you set a date for the repeats to end (i.e. Repeat Until needs to be set). Once you press this, the repeat is turned off, and individual transactions are created up to the Repeat Until date.