Setting Up A Recurring Transaction
WiseCash helps you modelize repeat transactions (salaries, subscriptions, etc.) without having to labor over a spreadsheet. Here is how to create a repeat transaction in your forecast:
Go to the Account Overview page
You can create repeat transactions from most pages in WiseCash, yet doing this from the Account Overview page makes it easier to verify your data entry:
Enter Transaction Information And Create Transaction
In the transaction entry form, define the type of transaction (expense / income), pick a start date, an account and a repeat period, then click on Create:
You can later modify the repeat transaction in multiple ways:
- Modifying One Occurrence Of A Series.
- Modifying All Upcoming Occurrences.
- Stopping A Recurring Series.
It’s also possible to simulate month-to-month growth.