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Recurring Payments
In the Finanzy app, there is no separate section for adding recurring transactions or transfers. Instead, transactions and transfers can be marked as Recurring by enabling the Recurring field during the normal addition process. These records are then automatically generated based on the specified recurrence period.
To view existing recurring transactions or transfers, open the Recurring Payments page by selecting Recurring Payments from the side menu. The screen will appear as shown in the visual.
- Filter by Type
- Select the type of recurring records to view:
- Transactions: Displays only recurring income or expense transactions.
- Transfers: Displays only recurring transfer records.
- All: Displays all recurring transactions and transfers.
- Select the type of recurring records to view:
- Selected Type Display
- The currently selected type is displayed here, making it clear which records are being shown.
- Search Field
- Use this field to search for specific recurring records.
- The search function matches the entered text with account names, categories, and notes, displaying any matching records.
Managing Recurring Payments
- Stopping a Recurring Record
- To stop a recurring transaction or transfer, swipe the record to the left to open the Edit Screen.
- On the edit screen, disable the Recurring field and save the record. The recurring behavior will be stopped, and the record will no longer repeat.
- Deleting a Recurring Record
- To delete a recurring transaction or transfer, swipe the record to the right. Confirm the action to remove the record completely.
- Automatic Disabling of Recurrence
- If a recurring transaction or transfer was created with a specific Recurring Count, it will automatically stop recurring after the set number of repetitions. Once this occurs, the Recurring field is automatically disabled, and the record is removed from the Recurring Payments page.
The Recurring Payments Screen provides a centralized location to view, manage, and edit your recurring transactions and transfers, ensuring that your financial automation is fully customizable and under control.