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Add a Transaction - Recurring

Knowing when transactions will occur is an important part of understanding your budget from day-to-day and month-to-month. Recurring transaction are – as the name suggests – recurring at regular intervals. Recurring transactions let you define the date when an expected transaction will automatically occur. For example, if your salary is automatically deposited on the 15^th and the 30^th of each month, then you can establish an income transaction to be automatically recorded in Budgetpulse.

To define a transaction as recurring, you have two options:

• Click the Recur transaction link in the Add New Transaction page, or
• Click the Recur icon below transactions listed in the Transaction Summary View.

Recurring transactions can be established for income or expense transaction types. Regardless of your method of arriving at this action, you will perform the same basic steps to split a transaction.

Use these steps.

1. Select the start date for this transaction using the calendar icon. (Dates in the past are not supported.)
2. To specify the time period in which the transaction will recur, use one of these options:
   • Choose the date on which the transaction recurrence will end and choose the precise number of transaction that will occur.
   • Choose the periodic recurrence time frame from the drop-down and select the days on which the transaction will occur.

3. Click Submit & Done if you are finished, or Submit & Add Another to add another transaction.

Tips:

Categories acts as identifying tags and you can create multiple categories useful to your own budgeting purposes. For example, if you create tags such as "insurance" and "wife" then type "insurance, wife" into the Category field, then an "insurance" search later would bring up all transactions related to insurance, and identify those related to your wife's vehicle.