🔁 Repeat Transactions

Automate salaries, rent, subscriptions and instalments.

Create a repeating transaction

Create a normal transaction (Add a transaction) and switch on Repeat.

End options: after a set count, on an end date, or no end date.

Installments

Use Installment for a purchase paid in a fixed number of parts. The schedule shows progress such as “3/12 installments”.

Manage schedules

Open Settings → Configuration → Repeat Transactions. Each schedule shows its frequency and next date. A schedule keeps the account, category and currency it was created with, so those cannot be deleted while a schedule uses them. Delete a schedule to stop it (“Stop and delete… This cannot be undone”). Transactions already created stay in your history.

Schedules that cannot run

A schedule is skipped – never half-created and never deleted – when its account (or transfer destination) was removed, closed or deleted, or when its category or currency was removed. In Repeat Transactions such a schedule shows a red line such as Account removed – edit or delete this, and Casviz sends one Data issues notification (see Notifications).

• Fix it – edit the schedule and pick an existing account, category or currency; or Reopen / Restore the account.
• Or delete it – if you no longer need the schedule.

Once fixed, the schedule carries on and creates the transactions that were due.