Recurring Transactions

Recurring transactions are scheduled income or expense entries that post automatically on a defined frequency — monthly rent, a weekly subscription, an annual license fee.

Creating a Schedule

1. Go to Recurring in the left sidebar
2. Click + Add Recurring
3. Fill in the fields:

Field	Required	Notes
Description	Yes	What the recurring charge is for
Amount	Yes	Positive number
Type	Yes	Income or Expense
Business Line	Yes	Which business line to post to
Category	No	Category to assign when posting
Vendor	No	Vendor to assign when posting
Account	No	Bank account to associate
Frequency	Yes	daily, weekly, monthly, quarterly, or yearly
Next Due	Yes	Date of the next occurrence
Notes	No	Any additional context

Click Save to create the schedule.

How Automatic Posting Works

Every night at midnight, Geekonomics checks for any active recurring schedules with a Next Due date on or before today and posts them as real transactions. After posting, the Next Due date advances by one frequency period automatically.

You don't need to do anything — as long as the schedule is active, it will post on time.

Posting Manually

To post a scheduled entry before its due date, click Post Now on the schedule row. This immediately creates the transaction and advances the next due date, exactly as the nightly cron would.

Disabling a Schedule

Toggle the Active switch on a schedule row to pause it. Disabled schedules are not posted by the nightly cron. Re-enable at any time — the next due date is preserved.

Editing or Deleting

Click the edit icon to change any field on a schedule. Click the delete icon to permanently remove it (this does not delete transactions already posted from it).

WARNING

Deleting a recurring schedule only removes the schedule itself. Any transactions it already posted remain in your books.