Make a transaction repeat

Rent, subscriptions and salary come back every month. Make a transaction repeat once, and moni adds the next one by itself, with a reminder before it comes.

Lesson 14 of 32 3 min
  1. Turn on Recurring transaction

    Fill in the transaction as usual, like Wise to Rent, then turn on Recurring transaction below the amount. Its settings open.

    Choose how often it comes back and keep Remind me 3 days before on. Service names what you pay for, like Netflix.

    The Recurring transaction sheet: every month, the next one on August 24, a reminder 3 days before and Service
  2. Check the note and add it

    Tap Save, and the note under the amount sums it up: monthly from August 24, with a reminder three days before. Tap Add.

    From then on moni adds the rent on the 5th of each month. If moni isn’t open that day, it catches up the next time you open it.

    New transaction from Wise to Rent, 9,000,000 rupiahs, that will repeat monthly from August 24 with a 3-day reminder
  3. The next one, on top of Flow

    A grey strip above your list shows the closest repeat: Netflix in 28 days. A small circle of arrows marks each repeating row.

    Tap the strip to edit that transaction. Each section and category has its own strip, too, with the repeats that go through it.

    Flow with the strip Netflix in 28 days, −15.49 USD, and Manage above the transactions
  4. All repeats in one place

    Manage opens all your repeats, the closest first, and their total. Tap one to change it, or tap the trash can to stop it repeating.

    Stopping a repeat keeps every transaction it has added so far, and a banner with Undo lets you take it back for five seconds.

    All recurring transactions: Netflix in 28 days and Rent in 31 days, with their total

If something goes wrong

moni didn’t add it today
moni adds a repeat when it opens, so if your iPhone was off, it comes the next time you open moni, with every date you missed. A banner tells you what it added.
I didn’t get the reminder
Allow notifications for moni in your iPhone’s Settings. moni asks the first time you save a repeat with a reminder; if you said no then, you can turn them on there.
The amount changes every month
Edit the latest one when the bill comes: change the amount and tap Save, and moni asks whether it’s for this transaction only or for all the next ones as well.
It repeats on the 31st
In months without a 31st, moni adds it on the last day, then goes back to the 31st. The same goes for the 29th and 30th: each repeat counts from your first date.