TrueSum
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What comes back every month, ready to post

Make a transaction, a bill or an invoice repeat. When its day comes, it waits for you to post it, change it first or skip it.

Some money moves on the same day every month, such as rent, a phone plan, software or a retainer you invoice. Fill in one of them as usual, choose how often it repeats on its Repeat line, and save. The form says in a sentence how it repeats, and you can check it before you save.

Each time its day comes, it waits in Due on the Recurring screen, and a number on the Recurring icon says how many are waiting. Nothing goes into your books on its own. Select one and press Post, or Skip one you were not charged for.

All Scheduled lists everything that repeats and when each one is next. Pause one while you are away, change how often it comes, or delete it, and what it already posted stays in your books.

The Recurring screen on Due, with three transactions waiting, the oldest selected, and the Due Transaction panel on the right showing its date, accounts and amount, with Skip and PostThe Recurring screen on Due, with three transactions waiting, the oldest selected, and the Due Transaction panel on the right showing its date, accounts and amount, with Skip and Post
  • Any transaction can repeat

    Make an expense, a deposit, a bill or an invoice repeat. Choose how often on its Repeat line, such as every week or every year, when it starts, and when it ends or that it goes on. A transaction you saved earlier can be made to repeat the same way.

  • Nothing posts on its own

    When a date comes, it waits in Due until you post it or skip it, and you check every one first. If you were away, every date you missed is listed on its own. Post All puts everything that is due in your books at once.

  • Amounts that change

    For a utility bill that is different every month, change the due one's amount and post it. The date stays the day it was due, and the next one starts from the usual amount again. When rent goes up, use the new amount for every date still to come.

  • Pause, change or stop it

    Pause rent for the months you are away, and the dates that pass never come due. Change how often it repeats from today on. Delete it, and every transaction it posted stays in your books.

  • A history for each one

    Each one lists every date it was posted, skipped or paused. A heading in the sidebar lists the history of all your transactions, bills or invoices that repeat, together.

  • Undo any of it

    Undo takes back a post, a skip, a pause or a deletion, and a whole Post All in one step. Redo does it again.

A new expense in the right sidebar, a cloud storage plan on Software Subscriptions with GST, and Repeat set to Monthly with its Starts, Day and Ends lines under itA new expense in the right sidebar, a cloud storage plan on Software Subscriptions with GST, and Repeat set to Monthly with its Starts, Day and Ends lines under it
All Scheduled with two transactions that repeat monthly, how often each repeats, when it is next and its amount, one selected, and its Schedule panel with its name, accounts, amount and Repeat linesAll Scheduled with two transactions that repeat monthly, how often each repeats, when it is next and its amount, one selected, and its Schedule panel with its name, accounts, amount and Repeat lines

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