Create a recurring template

VIP members can set up a template for rent, subscriptions or other regular entries. Daily, weekly and monthly schedules are supported. Fill in the amount, ledger and category, then check the date settings.

Check execution status

After creating a template, check its schedule and execution status and review generated entries. The existence of a template alone does not confirm that an entry was successfully created.

Keep templates up to date

Update the template when an amount, category or schedule changes. Adjust templates for expenses that have ended so future records reflect reality.