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Recurring Transactions

Skwad will automatically find and group your recurring transactions after the third charge.

Scheduled Transactions​

You can schedule transactions by setting a future date. These transactions will be reflected in your trends view and will be automatically included in your budget during the appropriate period.

For example, if you schedule a transaction for next month: it won't be reflected in this month's budget. But, you'll see it in next month's budget.

Manually Adding Recurring Transactions​

You can create recurring schedules manually from the transactions edit view. Scroll down to the "Recurring schedules" section.

Troubleshooting​

Why aren't my recurring transactions being detected automatically?

Skwad requires at least 3 similar transactions to automatically detect a recurring pattern. Make sure:

  • The transactions have similar amounts (small variations are okay)
  • They occur at regular intervals
  • The payee or merchant are consistent.
How do I edit or delete a recurring schedule?

  1. Go to the transaction that's part of the recurring schedule
  2. Tap "Edit"
  3. Scroll to the "Recurring schedules" section
  4. Modify the schedule settings or tap "Delete Schedule"
My scheduled transaction isn't showing in my budget

Check that:

  • The scheduled date falls within the budget period you're viewing
  • The transaction category is included in your budget
  • The scheduled transaction status is "Active"
The recurring amount varies slightly each month

This is normal for bills like utilities. Skwad will still group these as recurring if the variations are reasonable.