Recurring Transactions

Recurring transactions let you automate repeating entries like rent, subscriptions, salaries, or retainer fees. Set up a template once and Gee Ledger generates transactions automatically.

This feature requires a Pro plan.

Creating a Recurring Template

Navigate to Recurring in the sidebar
Click New Recurring
Configure the template:
- Type — Income or Expense
- Amount — The recurring amount
- Frequency — Daily, Weekly, Monthly, or Yearly
- Interval — Every 1, 2, 3… periods (e.g., every 2 weeks)
- Start Date — When to begin generating
- End Date — Optional end date
- Party, Category, Account — Optional associations
- Note and Reference — Optional details
Click Create

Frequency Options

Frequency	Example
Daily	Every day, every 3 days
Weekly	Every week, every 2 weeks
Monthly	Every month, every quarter (3 months)
Yearly	Every year

How Auto-Generation Works

A daily scheduled job runs at 1:00 AM UTC and checks all active recurring templates. If a template’s next run date has passed, a new transaction is created automatically and the next run date is advanced.

Managing Templates

From the recurring transactions list, you can:

Pause — Temporarily stop generation without deleting the template
Resume — Reactivate a paused template
Skip — Skip the next scheduled occurrence
Delete — Remove the template entirely

Viewing Generated Transactions

Each recurring template shows a history of all transactions it has generated. Generated transactions display a “Generated from recurring” badge that links back to the template.