Recurring Transactions 🔁

Here's the Gen-Z/ELI5 version:

Recurring Transactions 🔁

Intro text options:

Option 1: "Automate bills and paychecks so you can plan ahead."

Option 2: "Track stuff that happens every month without doing it manually."

Option 3: "See your future finances before they happen."

Main content:

Recurring transactions are for anything that happens regularly – rent, subscriptions, paychecks, monthly bills, all that stuff.

Why this matters:

When you set up recurring transactions, you can see into the future. Like, "okay, I have $1,000 now, but $800 in bills coming up, so I actually only have $200 to spend." Planning becomes way easier.

Three ways to create recurring transactions:

1. Add a manual transaction and mark it as recurring

2. Turn any existing transaction into a recurring one

3. Create a schedule directly in the Schedules module

Let's break down each one.

Method 1: Add a manual transaction

Yeah, you can add transactions manually in Munyun (on top of the Google Sheets sync).

Here's how:

1. Go to your transactions page

2. Click to add a new transaction

3. Fill in the basics: name, date, amount

4. Optional: add merchant and notes

5. Toggle on "Recurring"

6. Set the schedule: how often (weekly, monthly, yearly), interval, and start date

7. Save

Munyun automatically creates future transactions based on your schedule. Filter to a future date and you'll see them waiting there.

Note: Manual transactions aren't editable. If you mess up, delete it and make a new one.

Method 2: Turn an existing transaction into a recurring one

Already have a transaction that repeats? Make it recurring:

1. Open the transaction details

2. Look for "Recurring → Edit Schedule"

3. Click the edit icon

4. Set up the schedule

Munyun uses that transaction as the template and creates future ones based on it.

Method 3: Schedule management

Want to see all your recurring stuff in one place? Go to the Schedules module (in the left menu under "Modules").

Here you can:

• View Transactions – See all transactions a schedule created

• Run Schedule – Manually create future transactions right now (Munyun does this automatically in the background anyway)

• Edit Schedule – Change frequency, amount, start date, whatever

• Reset Schedule – Wipe out all transactions created and start fresh from the beginning

• Delete Schedule – Remove the schedule entirely (you can choose to keep or delete the transactions it created)

• Activate/Deactivate – Turn a schedule on or off without deleting it

If you have multiple profiles: You'll see schedules from all of them here. Sometimes you might see unfamiliar categories – that's why.

Reconciliation (the annoying but necessary part)

Here's the problem: You create a recurring transaction for your $100 Netflix bill on the 15th. Then your bank syncs the actual $100 Netflix charge on the 15th. Now you have two $100 Netflix charges in Munyun.

You need to reconcile them (basically, clean up the duplicates).

Manual way:

1. Go to transactions

2. Search for the duplicate by name

3. Mark the real bank transaction as "Reviewed"

4. Delete the scheduled one (or mark it "Excluded")

Easy way:

Click the Reconcile button in the transaction filter section. A dialog opens to help you match and merge duplicates.

Don't use live bank sync? Then you don't need to worry about this. You'll only have the scheduled transactions, no duplicates.

Coming soon: Munyun will auto-detect duplicates and prompt you to reconcile. Less work for you.

Bottom line:

Recurring transactions let you see the future and plan better. Set them up once, and they keep working automatically.

Questions? Hit us up. We're always improving this feature based on what users actually need.