RECURRING & INSTALLMENTS
Keep future commitments visible.
Plan recurring expenses, review projected occurrences and keep expected commitments visible before they become actual transactions.
4 guidesRECURRING & INSTALLMENTS HELP
Plan what you expect to pay.
Learn how recurring schedules create projected future activity and how to manage those occurrences as your plans change.
Add a recurring expense
Create a schedule for an expense you expect to repeat in the future.
4 min readUnderstand projected occurrences
See how a recurring schedule creates expected future occurrences without posting transactions.
4 min readConfirm, edit or skip an occurrence
Manage an individual projected occurrence when its date, amount or status needs attention.
4 min readEdit or cancel a recurring schedule
Change future occurrences or stop a recurring schedule while keeping historical activity intact.
4 min readFORECAST ONLY
A recurring schedule is not a transaction.
Creating a recurring expense helps MoniTrak represent expected future commitments. The schedule itself does not post a transaction or change your account and card balances.
A projected occurrence becomes transaction activity only when it is confirmed through the appropriate workflow.
ACTIVE SCHEDULES
See what is coming next.
Each schedule keeps the expected amount, frequency, next occurrence and payment source together.
Home Internet
AED 350 / month
Gym Membership
AED 200 / month
PROJECTED OCCURRENCES
One schedule can create a timeline of expected activity.
Upcoming occurrences remain scheduled until they are confirmed, edited, skipped or affected by a change to the recurring schedule.
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