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Recurring transactions

Recurring transactions are the bills, subscriptions and paychecks that repeat. FlyBudget shows what's due, what's been paid and what's coming up, and links each payment to the transaction that paid it.

This month's recurring transactionsThis month's recurring transactions

Adding one​

Choose Add recurring and fill in:

  • Name, like "Rent" or "Riley's paycheck".
  • Amount and Type: Expense or Income. The amount is in the currency of the item's Account, if it has its own (see Currencies).
  • Amount Precision: Exact (always the same), Approx (close to it, within about 7.5%) or Variable (it changes, like an electricity bill). This helps FlyBudget recognize the payment when it arrives.
  • Frequency: weekly, every two weeks, twice a month, monthly, quarterly, twice a year or yearly.
  • Account, Start Date, and an optional End Date.
  • Payee, Category and Notes (optional). The payee is what FlyBudget matches transactions against.
  • Auto-create transactions: FlyBudget adds the transaction for you on its due date (when FlyBudget starts on or after that day).
The Add Recurring dialogThe Add Recurring dialog

Under Advanced:

  • Weekend Adjustment moves due dates that fall on a weekend to the Friday before, the Monday after, or the closest weekday.
  • Date Flexibility is how many days early or late (0 to 14; 3 by default) a transaction can be and still count as the payment.

Find recurring​

Already have a few months of transactions? Find recurring looks through them for payments to the same payee, for a similar amount, on a regular schedule (every week, every two weeks, or on the same day of each month). Tick the ones you want and choose Create recurring: they're created with their past payments already linked.

Finding recurring transactionsFinding recurring transactions

Payees you already track aren't suggested. Transactions are only grouped when they share a payee, so if a bank spells the same company several ways, merge the payees first.

When a transaction arrives that matches a recurring item (the same payee, near the expected date and amount), FlyBudget links them and marks it Paid. If it isn't sure, a banner at the top of the page says a transaction may match; choose Review now to accept or dismiss each match.

Each item's status:

StatusMeaning
PaidA transaction paid it.
UpcomingDue soon (within your upcoming length, see below).
ScheduledDue later than that.
DueDue today.
MissedThe date passed without a payment.
SkippedYou skipped this date.
Paused / CanceledThe item is on hold, or no longer repeats.

The Monthly tab​

One month at a time, with how much income is still to come and how much of this month's bills is paid (in your budget's currency: an item in another currency counts at the day's exchange rate). List shows income and expenses in date order; Calendar shows each item on its day (click a day to jump to its rows).

The calendar viewThe calendar view

Each row's ⋮ menu can Mark as paid (adds the transaction), Match to transaction (links one you already have), Skip this date, Unlink transaction, or Edit recurring.

The All recurring tab​

Every item you track, with its payee, account, next date, status, amount and frequency. Search by name; canceled items are tucked away under Show canceled recurring.

All recurring transactionsAll recurring transactions

The ⋮ menu has Mark next as paid, Skip next date, Pause / Resume, Edit, Cancel recurring (and Restart), and Delete permanently.

Upcoming (at the top of the tab) sets how far ahead counts as upcoming: 1 day, 1 week (the default), 2 weeks, 1 month, the end of the current month, or your own number of days, weeks, months or years.

On the dashboard​

The dashboard's Upcoming Bills card lists what's due in the next 30 days.