Supported patterns
Default horizon
When no end date is set, CalBudget creates future occurrences for roughly 12 months from the transaction date.Semi-monthly behavior
Semi-monthly schedules use the selected day of month and a second day roughly 15 days apart. For example, a transaction on the 1st can create a second monthly occurrence around the 16th.What to make recurring
- Paychecks
- Rent or mortgage
- Utilities
- Insurance
- Subscriptions
- Loan or credit card minimums
- Savings transfers
- Repeated planned spending
Editing a recurring series
Choose the narrowest scope that matches reality:- Edit one occurrence if this month is unusual.
- Edit future occurrences if the bill changes going forward.
- Edit all occurrences if the original rule was wrong.
Avoid duplicate recurring rows
If a bill appears twice, check whether:- The original transaction and generated occurrence both exist.
- The import flow created a second recurring rule.
- A series was duplicated by editing all instances incorrectly.