Support
Transactions
Repeating Transactions

Repeating Transactions

Last updated:

November 6, 2023

How to Set Up a Repeating Transaction

1. From the Accounts tab, tap on the account that you'd like to add a transaction to

2. Tap the green plus button at the bottom right of the screen

3. Fill out your transaction details

4. You will see an option to select how often you'd like this transaction to repeat. Select the option you want and save the transaction. This transaction will now repeat going forward.

Repeating Transactions Screenshot
How To Automate Your Finances

How To Automate Your Finances

Finances are one of those things that can easily become a real hassle; they’re tedious and time-consuming, sometimes even catch us off guard. Technology can help take the burden off our shoulders – all thanks to automated financial management.

Small Business Bookkeeping 101

Small Business Bookkeeping 101

Effective bookkeeping is essential for the success of any small business. It involves organizing and categorizing all financial transactions to get a clear picture of the flow of money in and out of the business.

Top Benefits of Using a Receipt Scanner App

Top Benefits of Using a Receipt Scanner App

In this article, we'll explore the different options available for receipt scanning and delve into the reasons why this technology has become so popular. Most importantly, we'll take a look at the benefits of using a receipt scanner app.

How Long Do I Need To Keep Receipts?

How Long Do I Need To Keep Receipts?

Receipts are proof of a sales transactions and it is important that you hang on to these receipts just in case you need to provide proof to the IRS, retailers, or other entities.

By clicking “Accept”, you agree to the storing of cookies on your device for analytics and marketing purposes. View our Privacy Policy for more information.