Pendo Support

How do Recurring Transactions work?

1. Go to Payments page and add an income or expense item.

add income or expense

2. Select desired recurring frequency for the Repeat field and set the appropriate End Date. If this initial transaction has been paid, select ‘Yes’ to ‘Mark This Transaction As Paid’. (Why?)

set up recurring transactions

3. All scheduled Recurring Transactions are then added to your transaction list based on the Transaction Date, End Date, and Repeat Frequency. The initial transaction as well as any payments occurred in the past in this series will be automatically marked as ‘Paid’.

To confirm, you can view all scheduled future transactions by changing the time frame at the top-right corner of your Payments page.

all scheduled recurring transactions

4. For scheduled recurring transactions in the future, you can change each month’s transaction to ‘Paid’ as you go along. Only ‘Paid’ transactions are included in your Reports and other key stats/charts.

mark recurring transaction as paid

5. To change the End Date of a series, you would need to change the initial recurring transaction’s settings.