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Recurring Payments: An Overview
Recurring Payments: An Overview

Steps to create recurring transaction schedules

Mikko Leo Selg avatar
Written by Mikko Leo Selg
Updated over a week ago

Bilance Recurring feature allows you to automatically capture your expected spending, such as Rent, Bills, and Subscriptions. You can create recurring schedules for weekly, monthly or yearly spending.

Create a Monthly Recurring from the Recurring View

  • Go to the Planning view and tap the "Add recurring".

  • You will be presented with a list of your latest transactions. Search for the recurring transaction by name.

  • Tap on the transaction that you would like to add and choose the frequency.

  • We will find all similar transactions that contain the same name. You can remove a transaction if it's not part of your recurring schedule.

  • You can edit the name of the Schedule and emojis.

  • Press Save.

  • After you save the New Recurring, your next expected payment will be noted and the transaction(s) will be marked with an [R] to indicate Recurring.

  • The Recurring view displays your recurrings for This Month or In the Future (for example yearly recurrings).


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