To create a recurring expected transaction, you must first create a first expected transaction. 👌

Then, I invite you to go back to Cashflow plan, and click directly in the table on the category in question.

For example, I have created an expected invoice named "Headquarters Rent", filed in the Rent category. I click on "Rent" directly in the table, a window opens. 👐

This new window allows you to find the "Paid Transactions" and "Expected Transactions", click on "Expected" to find the invoice pending payment created earlier. You can change the time period in the upper left corner.

When you have your invoice in front of you, simply hover over the 3 small dots on the right on the same line and then click on the middle pictogram to duplicate it.

This functionality allows you to choose a periodicity (monthly, bimonthly, etc.) and the number of duplications.

For example, if you want to duplicate the "Headquarters Rent" invoice over 1 year, choose the monthly periodicity and then 11 replicas (because the first invoice is already created).

There you go 😁👍

💡 Good to know: You can change the amount of a recurring expected transaction in just a few clicks!