To edit a repeating transaction amount in MoneyCoach, open the repeating transaction details and update the amount from the repeating amount section. The new value is used for future generated transactions, while the existing transaction history remains unchanged.
TL;DR
- Open the repeating transaction.
- Use the repeating amount section in the transaction details screen.
- Enter the new amount.
- Save the change.
- Future generated transactions will use the new amount.
Video tutorial
Note: This video may not fully reflect the latest version of MoneyCoach.Step-by-step guide
- Open Transactions.
- Find the active repeating transaction you want to change.
- Open the transaction details.
- Find the repeating amount section.
- Enter the new amount.
- Save the change.
MoneyCoach will use the new amount for future generated transactions in that repeating series.
When to update the repeating amount
Use this when a recurring cost or income changes but the repeating schedule itself should continue.
Common examples:
- Rent increases.
- A subscription changes price.
- A salary or allowance changes.
- A regular savings transfer needs a new amount.
- A recurring bill becomes cheaper after a plan change.
What changes and what stays the same
The updated amount affects future generated transactions. Existing transactions that were already created stay in your transaction history, so your past reports remain accurate.
The original amount can still appear on the main repeating transaction cell, while the new value appears as repeating amount information. This keeps the repeating parent transaction stable while still making the future amount clear.
Additional information
This is different from editing one generated transaction. If you only edit a single generated transaction, you are changing that one record. If you update the repeating amount, you are changing the amount future generated records will use.
For broader repeating transaction controls, see How To Manage Repeating Transactions.
