Recurring transaction calendar on the web and mobile app.

Recurring Transactions

October 23, 2023

If you are already linking your accounts in Ploutos Budget with their financial institutions, you will now start to get recurring transaction insights. No further action is required on your part. If you are currently not utilizing link accounts, you can easily link any account you already have in your budget at any time. Recurring transactions are automatically detected and displayed on your calendar for you.

Calendar View

The recurring transaction calendar will show you a quick preview of any upcoming recurring transactions that are expected. This could be any bill, subscription, or any transaction that repeats on a regular interval, such as a paycheck.

List View

The list view will show the same events that are on the calendar but with more information about the event. Such as the account, interval frequency, last event details, and the status of the recurring event.

Recurring Event History

If you would like to see the history of the recurring event, then you can simply select the event. You will be able to see the transaction history that is in Ploutos Budget for the specific event selected.


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