Recurring Transactions

2 min readUpdated July 12, 2026

Recurring rules handle the predictable part of your money. Define the transaction once — amount, account, category, schedule — and Wealth Mutant enters it automatically on its date. No reminders to act on, no catching up.

Creating a rule

There are two ways in:

  • Open Upcoming and switch to the Rules tab, then add a rule; or
  • While adding a new transaction, flip on Make this recurring — the entry you're creating becomes the template for the rule.

Then set the description, amount, account, category, and type; pick the frequency (weekly, monthly, yearly and variants) and the day it lands; and save. From the next occurrence on, the transaction posts itself.

Where to see what's coming

The Upcoming view has two tabs: Timeline shows your scheduled occurrences (useful for a quick "what's landing before payday" check), and Rules lists the rules that generate them.

The recurring rules list showing Salary, Rent, Netflix, and Gym membership rules with their amounts and schedules
Four rules quietly handling the predictable part of a month.

Editing and pausing

Open any rule from Upcoming → Rules to change its amount, schedule, or accounts, or to pause it. Editing a rule affects future occurrences; transactions it already created stay exactly as they were recorded (they're normal transactions — edit or delete them individually if needed).

More in Transactions

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