Recurring Transactions

What recurring transactions do

Anything that hits your account on a schedule (rent, salary, Netflix, the annual car insurance bill) should live here rather than getting typed in every month.

Once set up, Cisti will remind you when each one is due, factor them into your cash-flow forecast, and (optionally) log the transaction automatically on the due date.

Adding one

1. Open Recurring.
2. Click Add Recurring.
3. Fill in description, amount, account, transaction type, and start date.
4. Pick a frequency: daily, weekly, fortnightly, monthly, quarterly, or annual.
5. Optional: set an end date if it has one.
6. Save.

When something's due

Due items appear in the Needs Attention panel on the dashboard. Three options on each:

• Log it. Record the real transaction and move the next due date forward.
• Skip. Mark this occurrence as skipped without logging anything.
• Edit. Tweak the amount or account before logging.

Pausing or deleting

The ⋮ menu on any row lets you pause something temporarily or delete it for good.

Tips

If you want an accurate Net Cash forecast, every fixed monthly outgoing belongs in here. Use the annual frequency for things like car insurance, TV licence, and yearly subscription renewals. The Upcoming view shows everything hitting in the next 30 days, which is the right place to look before deciding whether to splurge.

Hidden suggestions. Suggestions you've hidden stay hidden even after you import a new batch of transactions. To bring one back, scroll to "Show hidden" at the bottom of the page.