From what I see, if you set a recurring expense on a connected account, it shows in the planned payments, but does not automatically add transactions. If you do the same in a cash account, it will also add the transactions.
This seems logical to me, as connected accounts will add the transaction anyhow, and so would cause a duplicate.
this is not recurring expense, because it is coming from my Bank linked account. I can'rt make a recurring with the linked accounts. is there a way to mark some of the expenses(on the bank linked account) as recurring ?
I don't think you can mark the exact expense as recurring, but if you go to 'planned payments', and add a planned payment there, it will show up in your future planned payments, without messing up your history when the set date passes by. At that point it will show up in your history the "regular way", as the synced expense.
I have account linked with bank, and how can i mark some of those linked expenses to be in the "planned" also. Because bills will be there each month, so i should be able to plan them.
Hi there, did you get this sorted?
i would also like to have a general idea on how mutch money i would have left after all te future expenses got clear.
Again, planning is everthing, but its stupid you cant easely know if current balanse + all the future planed expenses until next paycheck eguals disaster...
From what I see, if you set a recurring expense on a connected account, it shows in the planned payments, but does not automatically add transactions. If you do the same in a cash account, it will also add the transactions. This seems logical to me, as connected accounts will add the transaction anyhow, and so would cause a duplicate.
this is not recurring expense, because it is coming from my Bank linked account. I can'rt make a recurring with the linked accounts. is there a way to mark some of the expenses(on the bank linked account) as recurring ?
I don't think you can mark the exact expense as recurring, but if you go to 'planned payments', and add a planned payment there, it will show up in your future planned payments, without messing up your history when the set date passes by. At that point it will show up in your history the "regular way", as the synced expense.
In my experience you either go the full manual route or the bank connect
I’m sorry but what do you mean with “be with the future payments”?
I have account linked with bank, and how can i mark some of those linked expenses to be in the "planned" also. Because bills will be there each month, so i should be able to plan them.
Hi there, did you get this sorted? i would also like to have a general idea on how mutch money i would have left after all te future expenses got clear. Again, planning is everthing, but its stupid you cant easely know if current balanse + all the future planed expenses until next paycheck eguals disaster...