GuidesTransactions

Add recurring income

If you receive regular income — a salary, freelance retainer, rental income — set it up once and let Moniepot create the transaction automatically each period.

Set up recurring income

  1. 1Go to SettingsAutomation, or click Add transactionAdd incomeSet up recurring income.
  2. 2Fill in the description, amount, budget, frequency, and start date.
  3. 3Click Save.

Frequency options

FrequencyHow it works
WeeklyEvery 7 days from the start date
Bi-weeklyEvery 14 days from the start date
MonthlySame day each month
CustomSet a specific interval in days

Process overdue income manually

If the automated job didn't run, overdue entries are flagged with a Past due badge on the Dashboard.

  1. 1Find the overdue income entry.
  2. 2Click Process now.

Moniepot uses idempotency checks to prevent duplicate transactions, so clicking Process now multiple times is safe.

Edit or pause recurring income

  1. 1Go to SettingsAutomation.
  2. 2Click Edit to change the amount, frequency, or description.
  3. 3Toggle the Active switch to pause temporarily.
  4. 4Click Delete to stop it permanently.