Setting Up Recurring Transactions

Some business expenses repeat on a regular schedule — VPS hosting, data feeds, software subscriptions. The Recurring toggle lets you flag these so you can manage your subscriptions in one place.

What Recurring Does Today

When you mark a transaction as Recurring, two things happen:

  • The transaction shows a frequency label in the Recurring column (e.g. "Recurring: Monthly")

  • It appears in the Recurring filter tab, where you can see all your subscriptions in one view

That's it for now. The Recurring toggle is a tracking label — it doesn't create future entries automatically yet. You add each month's entry (or whatever the cycle is) as the charge actually occurs.

Coming soon: Automatic generation of future entries is in development. Once it ships, the system will create each scheduled entry for you. For now, manual entry is the workflow — and that's the safer approach during early access anyway, since it keeps you in control of every entry that affects your numbers.

Why Use the Recurring Label Anyway

Even without auto-generation, the label is useful:

  • One place to manage subscriptions. The Recurring tab shows every subscription you've flagged, so you can review what you're paying for monthly without scrolling through every transaction.

  • Pattern visibility. Marking your repeating costs makes it obvious which expenses are fixed (subscriptions) versus variable (one-off challenges, ad hoc tools).

  • Future-proof. When auto-generation ships, every transaction already flagged as Recurring becomes a master entry automatically — no migration work on your end.

Common Recurring Costs

Monthly

  • VPS hosting

  • TradingView subscription

  • Data feed fees

  • News subscriptions

  • Trade journaling software

Annual

  • Software licenses

  • Domain renewals

  • Professional memberships

Income (less common)

  • Retainer fees

  • Affiliate payments

  • Coaching packages

How to Flag a Transaction as Recurring

  1. Go to Transactions

  2. Click Add Transaction

  3. Fill in the standard details (name, type, amount, category, currency, date)

  4. Toggle Recurring on

  5. Set the Frequency (Monthly, Quarterly, Annually) and optionally an End Date

  6. Save

That transaction now shows up in the Recurring filter tab and carries the frequency label in the table.

Each month (or cycle), when the next charge happens, add a new transaction for that period as you normally would. You can mark the new one as Recurring too if you want it in the same filter view.

Naming Tips

Use clear, specific names so the Recurring tab is easy to scan:

  • ✓ "TradingView Pro — Monthly"

  • ✓ "QuantVPS — Monthly"

  • ✗ "Software"

  • ✗ "Subscription"

Stopping a Recurring Subscription

When you cancel a subscription, two options:

  1. Open the entry and toggle Recurring off — removes it from the Recurring filter tab.

  2. Set an End Date if you know exactly when it ends — also removes it from the tab once the date passes.

The transaction itself stays in your records. You're only removing the Recurring flag.

What's Coming

Auto-generation is on the roadmap and will work like this once live:

  • One master entry will hold the frequency and end date

  • The system will create future entries automatically on schedule

  • Generated entries start as Unpaid until you confirm the payment

  • Editing one entry only changes that entry — every period stays independent

We'll update this article when the feature ships.

Summary

  1. Recurring is a label for tracking subscriptions — auto-generation is coming soon

  2. Add each cycle's entry manually for now

  3. Use the Recurring filter tab to manage all your subscriptions in one place

  4. Clear names make the tab easy to scan

  5. Cancel by toggling Recurring off or setting an End Date