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Recurring transactions keep future months forecastable. When you create a recurring bill or paycheck, CalBudget creates future occurrences so the calendar can show what is likely to happen next.

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When to use a recurring transaction

Use recurring transactions for items that happen on a predictable schedule:
  • Paychecks
  • Rent or mortgage
  • Loan payments
  • Utilities
  • Insurance
  • Subscriptions
  • Regular transfers
  • Childcare or tuition
If the amount changes often, you can still use a recurring transaction as a planning estimate and edit individual occurrences later.

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Available schedules

CalBudget supports:
  • Daily
  • Weekly
  • Every 2 weeks
  • Twice monthly
  • Monthly
  • Yearly
Twice monthly uses two days in the month based on the first date you choose. For example, a transaction starting on the 1st can repeat around the 1st and 16th.

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Create a recurring transaction

To create a recurring transaction:
  1. Add a new transaction.
  2. Enter the title, amount, type, date, account, and category.
  3. Open the Repeat field.
  4. Choose the schedule.
  5. Add an end date if the series should stop.
  6. Add a starting balance if you want to track paydown or growth.
  7. Create the transaction.
If you do not set an end date, CalBudget creates a practical future schedule for planning ahead.

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Edit a recurring transaction

When you edit a recurring transaction, CalBudget asks how much of the series to change:
  • This transaction changes only the selected occurrence.
  • This and future transactions changes the selected occurrence and later ones.
  • All transactions changes the whole recurring series.
Use “this transaction” for one-off exceptions, such as a utility bill that is higher than usual. Use “future” when a bill changes going forward. Use “all” when the original schedule or title was wrong.

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Delete a recurring transaction

Deleting works the same way:
  • Delete one occurrence if only that date should be removed.
  • Delete future occurrences if the series stops after a certain date.
  • Delete all occurrences if the recurring item should be removed entirely.

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Review all occurrences

Recurring transactions include an occurrence list when you open the transaction panel. Use it to see past and upcoming dates in the series. This is helpful when checking whether a paycheck, subscription, or payment schedule was created correctly.

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Keep recurring schedules realistic

Recurring transactions are forecasts, not promises. Review them when amounts, dates, or billing patterns change. A small recurring error can affect many future balances, so it is worth correcting the series as soon as you spot it.