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Recurring Transactions

What Are Recurring Transactions?

Recurring transactions are bills, subscriptions, or income that happen on a regular schedule — such as monthly rent, a weekly grocery shop, or an annual insurance premium. Setting them up lets Cisti Finance:

  • Remind you when a payment is due.
  • Forecast your upcoming cash flow.
  • Automatically log transactions when a payment date arrives (optional).

Adding a Recurring Transaction

  1. Go to Recurring in the menu.
  2. Click Add Recurring.
  3. Fill in the description, amount, account, transaction type, and start date.
  4. Choose a frequency: daily, weekly, fortnightly, monthly, quarterly, or annually.
  5. Optionally set an end date if the recurring period is limited.
  6. Click Save.

Managing Due Dates

When a recurring transaction becomes due, it appears in your Needs Attention panel on the dashboard. You can either:

  • Log it — record the actual transaction and move the next due date forward.
  • Skip — mark this occurrence as skipped without logging.
  • Edit — update the amount or account before logging.

Pausing or Deleting

Use the ⋮ menu on any recurring item to pause it temporarily or delete it permanently.

Tips

  • Set up recurring transactions for every fixed monthly outgoing — this makes your Net Cash forecast accurate.
  • Use an annual frequency for things like car insurance, TV licence, and subscription renewals.
  • Check the Upcoming view to see all payments due in the next 30 days.

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