Use recurring entries for regular payments or receipts, such as direct debits and subscription payments. These can be other payments and other receipts.

How this works

1. Enter the payment or receipt you want to make recurring.
2. Choose to make the payment or receipt recurring.
3. Choose how often you want it to repeat.
4. We automatically create the new payment or receipt on the repeat date.

To find the recurring transactions, check the bank activity. The most recent recurring transaction has a recurring symbol.

If you enter a recurring entry with a date in the past, we'll create all the transactions up to today's date. Refresh the page in your browser if the list is not up to date.

Recurring payments

1. From Banking, open the bank account used for the original payment.
2. From the Activity tab, open the original payment. The type shows as Other Payment.
3. Select Make Recurring, then complete the following information:
   • Repeats every: Choose to repeat in days, weeks, or months
     • For example, to repeat a payment every ten days, enter 10 in the first box, then choose Days from the second box
   • Repeat Until: If required, enter the date of the final payment
     • If you leave this blank, the payment will recur until you choose to stop it

Recurring receipts

1. From Banking, open the bank account used for the original payment.
2. From the Activity tab, open the original payment. The type shows as Other Receipt.
3. Select Make Recurring, then complete the following information:
   • Repeats every: Choose to repeat in days, weeks, or months
     • For example, to repeat a payment every ten days, enter 10 in the first box, then choose Days from the second box
   • Repeat Until: If required, enter the date of the final payment
     • If you leave this blank, the payment will recur until you choose to stop it

Change a recurring transaction

1. Edit the most recent transaction. Identify this by the recurring symbol.
2. From Banking, open the bank account used for the original payment.
3. From the Activity tab, open the most recent transaction.
4. Select Edit Recurring.
5. Make the required changes and Save.

Stop a recurring transaction

1. When you want the transaction to stop recurring, edit the most recent one. Identify this by the recurring symbol.
2. From Banking, open the bank account used for the original payment.
3. From the Activity tab, open the most recent transaction.
4. Select Stop Recurring.
5. Make the required changes and Save.