Recurring Offline Transactions

What is a recurring transaction in an offline account?

A recurring transaction automatically adds an entry for a regular, fixed payment to an offline account, on a schedule you choose. Offline accounts aren’t linked to a bank and need manual updates, so this saves you entering the same payment, such as a subscription or standing order, each time it’s due.

Examples:

• Loan repayments: a monthly personal loan or car finance repayment that isn’t linked to the app, so your budget reflects what you owe.
• Cash subscriptions: a gym membership or personal trainer you pay for in cash, entered weekly or monthly.

How do I set up a recurring transaction in an offline account?

Open the offline account, tap Add transaction, and turn on Set as recurring.

1. Open the app and select the offline account you want to add the transaction to.
2. Tap Add transaction.
3. Enter the amount.
4. Add a reference, for example “Gym membership”.
5. Select a category.
6. Select a date and turn on Set as recurring.
7. Select the frequency.
8. Tap Save and add a transaction.

What frequencies can I choose for a recurring offline transaction?

You can choose daily, weekly, fortnightly, every 4 weeks, monthly, every 2 months, quarterly, every 6 months or yearly.

Updated on: 13/10/2026