Recurring income and bills

Recurring items are what make the projection useful. Open Recurring to see them all, with the next date of each.

Creating a recurring item#

Add a transaction and set Repeats, or use Recurring. Choose:

• Frequency — daily, weekly (pick the days), every two weeks, monthly (pick the day of the month) or yearly, with an optional "every N" interval;
• Starts on — the first occurrence;
• Ends — never, on a date, or after a number of times;
• the account, amount and category.

Income is positive, bills are negative — Tandilo sets the sign from the type you pick.

Changing one occurrence#

Paid the hydro bill two days late, or it was higher this month? Edit that occurrence and choose:

• Just this one (exception) — only that date changes; the rule keeps going;
• This and all future occurrences — the rule itself changes from that date.

Skipping or ending#

When you delete an occurrence you can Just skip this one (the rule keeps running) or End rule from here (this occurrence and all future ones go away).

Pausing#

Pause a rule to take it out of the projection without deleting it — handy for a subscription you suspended. Resume it whenever you like.