Recurring and Forecasted Transactions

The Recurring and Forecasted Transactions feature is a widget that gives customers a clear, consolidated view of upcoming financial commitments in the next month. It highlights recurring transactions such as subscriptions, bills, and loan payments, alongside forecasted payments based on previous spending patterns. This helps users plan ahead, manage cash flow, and avoid unexpected expenses, supporting better budgeting.

This guide will walk you through how to use and navigate the Income and Regular Payments feature effectively.

How to use the Income and Regular Payments feature

Use the tabs at the top of the feature to switch between different transaction categories:

• All: Displays a comprehensive list of all upcoming transactions.
• Income: Shows expected or scheduled income, such as salary or other regular payments.
• Bills: Lists recurring bill payments like utilities, rent, and mortgage payments.
• Subscriptions: Highlights ongoing subscription services, including streaming platforms or memberships.
• Regular Spend: Displays consistent, predictable spending patterns such as groceries or transportation costs.

A full list of transactions is displayed under each category tab. The list is scrollable, allowing users to explore all upcoming payments or income entries within the selected category.

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Please note, in most cases, for a transaction to be considered regular the model needs to have 3 separate instances of it. This means for a new weekly transaction it will take 3 weeks before the transactions regularity is identified and 3 months for monthly transactions. Regular transactions will also only return transactions which have happened within the last 12 months.