Copilot’s Recurring feature allows you to automatically capture your expected spend, such as Rent, Bills, and Subscriptions. You can create recurring schedules for weekly, bi-weekly, monthly or non-monthly spend.
Create a Recurring from the Recurring View
Tap the + button to create a new schedule. Then, search for the recurring transaction by name.
Select either an individual transaction or create a recurring for all transactions that contain that transaction name. We will estimate the frequency based on the transaction(s) selected in the step above. Confirm the Frequency.
For this example, select Every month to open the New Monthly Recurring view.
In the New Monthly Recurring view, you can edit the emoji, name, filter settings (ie. Transactions named Spotify from $9 to $10 around the 23rd every month), category and transactions (add or delete).
After you save the New Monthly Recurring, your next expected payment will be noted and the transaction(s) will be marked with an [R] to indicate Recurring.
Create a Recurring from the Transactions View
Search for the recurring transaction by name.
Select one of the transactions and select Recurring at the bottom of the view.
The Recurrings menu will open with a list of your existing recurrings, plus the option to Start a new one.
After you select Start a new one, the New Monthly Recurring view will open. Here you can edit the emoji, name, filter settings (ie. Transactions named Spotify from $9 to $10 around the 23rd and 24th), category and transactions (add or delete).
After you save the New Monthly Recurring, your next expected payment will be noted and the transaction(s) will be marked with an [R] to indicate Recurring.
👋 Still have questions? Contact us via the in-app chat.