Hooldbudget

🔄 Repeating Transactions Guide

Automate recurring expenses and income. Set it once, and Hooldbudget creates transactions automatically each period.

What are Repeating Transactions?

Transactions that occur regularly - monthly rent, weekly groceries, bi-weekly salary. Instead of logging manually each time, create once and they repeat automatically.

🏠

Rent/Mortgage

Same amount, same day each month

📺

Subscriptions

Netflix, Spotify, gym membership

💰

Salary

Regular income on payday

Creating Repeating Transactions

  1. Create a transaction normally
  2. Check the "Repeating" checkbox
  3. Choose repeating type:
    • Specific Day: Same day each month (e.g., 1st, 15th)
    • Range: Every X days (e.g., every 30 days)
  4. Enter the day number or range
  5. Click "Create"
Screenshot: Repeat transaction

Repeating Types

📅 Specific Day of Month

Transaction repeats on the same day each month.

Example: Rent on the 1st, salary on the 15th

🔢 Day Range

Transaction repeats every X days.

Example: Every 30 days, every 14 days (bi-weekly)

Managing Repeating Transactions

When editing a repeating transaction, you can:

  • Edit this occurrence: Change only this one instance
  • Edit future occurrences: Update this and all future instances
  • Edit all occurrences: Change every instance (past and future)

💡 Tip: If a subscription price changes, use "Edit future occurrences" to update the amount going forward.

Common Use Cases

🏠 Fixed Bills

Rent, mortgage, insurance - same amount monthly

💳 Subscriptions

Streaming services, software, memberships

💰 Regular Income

Salary, pension, rental income

🔧 Maintenance

Car service, home maintenance on schedule

Automate Your Budget

Set up repeating transactions and save time every month.

Create Repeating Transaction