Recurring transactions
Rent, salary, subscriptions and loan payments come back on a regular schedule. Set them up once as a recurring transaction and Beyond Budget schedules the next payment for you, so your budget and balance projection always include what's coming.
Make a transaction repeat
- Create a transaction or open one to edit it.
- Turn on Repeat and choose how often it happens: Daily, Weekly, Fortnightly, Every 4 weeks, Monthly, Every two months, Quarterly, Every 6 months, Annually or Every 2 Years.
- Number of payments: leave it on Unlimited, or use − and + to stop after a set number of payments (for example 12 monthly loan payments).
- Weekend adjustment: what to do when a payment falls on a weekend: Keep original date, Shift to next Monday or Shift to previous Friday.
- Save the transaction.
To stop a transaction repeating, open it and turn Repeat off.
How the schedule works
Only the next payment in the series is saved, and it appears under Upcoming transactions. When its date arrives, it's processed and the following one is scheduled. Further payments are still estimated in views that look ahead, such as the balance projection and the transactions calendar.
To change every future payment (a new rent amount, say), edit the next upcoming payment: the changes carry over to the ones after it. An existing series can't be set to fewer payments than it has already made.
See Future for more about upcoming transactions and their reminders.
Each recurring series counts as an upcoming transaction. On the Free plan you can have up to 10 upcoming transactions; Pro raises this to 300.