Supported patterns
| Pattern | Use case |
|---|---|
| Daily | Rare daily expenses or transfers. |
| Weekly | Weekly groceries, allowance, or income. |
| Every 2 weeks | Biweekly paychecks or bills. |
| Twice monthly | Semi-monthly income or recurring payments. |
| Monthly | Rent, mortgage, utilities, subscriptions, debt minimums. |
| Yearly | Insurance, memberships, annual renewals, tax payments. |
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.