Recurring payments

Recurring payments

Postby dbenyakar@gmail.com » Thu Mar 05, 2020 11:33 am

Hi
If I have payments that occur on a monthly basis, is there a way to add them once and these will appear every month? Such as rent, internet etc.
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Re: Recurring payments

Postby admin » Fri Mar 06, 2020 5:19 am

Yes, this is possible.
Create the first Action in the set.
Then press on it and select "duplicate" + "periodic".
Now select the frequency (for example "Every Month") and the number of actions or date of last action to create.
Finally click the "confirm" button. This will create the future Actions.

If you want you can hide future Actions by adding the "future actions" button to the bottom panel in the Actions screen. This is done by long pressing the bottom panel and pressing the + button.
The "future actions" button contains 5 options:
- All actions (this is the default)
- A month from now (will show future actions but only a month from now)
- A week from now (will show future actions but only a week from now)
- Tomorrow (will show future actions that take place in the next 24 house)
- Hide (will show only show Actions that already took place).

Please let us know if it helps.
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Re: Recurring payments

Postby dbenyakar@gmail.com » Fri Mar 06, 2020 7:09 am

Thanks for this. I managed to create recurring events.
But I could not figure out how to edit all events in the series. For example, if the recurring amount for Internet has changed, or the payment date has changed and I would like to edit all future payments for this particular series. I could only find how to edit future payments one by one.
Likewise, deleting multiple payments in the series.
dbenyakar@gmail.com
 
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Re: Recurring payments

Postby admin » Sun Mar 08, 2020 6:00 am

Currently it is impossible to edit multiple actions.
However you can delete multiple actions in one click if needed.
To do so:
1. Backup your data (this is done by pressing the menu+backup & restore)
2. Filter the actions to show only the relevant actions you want to delete.
This is done by pressing the search button and then "filer" or by pressing the 3 dots at the bottom of the actions screen and then "filter".
3. Go to menu options+maintenance. Then press the "delete actions". This will delete all the actions that appear in the "Actions" screen. Be careful not to delete important data.
If you plan to use often the "filter" option or the "multiple delete" option you can add them as permanent buttons to the bottom panel of the Actions screen. This is done by long pressing the bottom panel.
admin
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Re: Recurring payments

Postby admin » Sun May 03, 2020 6:47 pm

We added support for editing multiple actions in version 7.00.
For more details:
viewtopic.php?f=2&t=1179
admin
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