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New Recurring Entry
TEMPLATE NAME
AMOUNT
$
DESCRIPTION
SCHEDULE
Frequency
Weekly
Every 2 Weeks
Twice a Month
Monthly
Quarterly
Annually
Day of month
1st
2nd
3rd
4th
5th
6th
7th
8th
9th
10th
11th
12th
13th
14th
15th
16th
17th
18th
19th
20th
21st
22nd
23rd
24th
25th
26th
27th
28th
29th
30th
31st
2nd day
1st
2nd
3rd
4th
5th
6th
7th
8th
9th
10th
11th
12th
13th
14th
15th
16th
17th
18th
19th
20th
21st
22nd
23rd
24th
25th
26th
27th
28th
29th
30th
31st
Starts
Ends
When due date arrives
Auto-create as Draft
Notify me first
JOURNAL ENTRY LINES
— created each cycle
+ Add Line
Account *
Memo
Type *
To = destination · From = source
Amount *
Add your To and From lines
Every entry needs at least one To line and one From line to balance.
+ Add first lines
⚡
Smart Matching
— Auto-detect this entry from bank imports
▸
Enabled
BANK DESCRIPTION KEYWORDS
Match if the imported description contains any of these
AMOUNT TOLERANCE
Exact match
± $5.00
± $10.00
± 5%
Any amount
DATE WINDOW
Exact date
± 1 days
± 2 days
± 3 days
± 4 days
± 5 days
± 6 days
± 7 days
± 8 days
± 9 days
± 10 days
± 11 days
± 12 days
± 13 days
± 14 days
± 15 days
WATCH ACCOUNT
Select account...
1010 · Business Checking
1020 · Business Savings
1050 · Stripe Clearing
1200 · Accounts Receivable
2010 · Credit Card
2200 · Sales Tax Payable
4010 · Sales Revenue
4020 · Consulting Revenue
5010 · Software & Subscriptions
5020 · Contractors
5030 · Office Supplies
5050 · Travel & Meals
5060 · Marketing
5150 · Payment Processing Fees
WHEN MATCHED
Auto-post entry
Create draft to review
Just flag it for me
💡
Use "Auto-post" for fixed amounts like rent. Use "Create draft" when amounts may vary.