How To Manage Repeating Transactions

In MoneyCoach, repeating transactions let you automate regular entries, but you can still review, stop, edit, or delete them later. Use Stop Repeating when the schedule should end but existing transaction history should stay intact.

Repeating transactions have a main transaction and generated transactions. If you want to stop the schedule for the future, open the main repeating transaction and use Stop Repeating. Existing transactions that were already created remain visible and can still be edited separately.

Video Tutorial

View your repeating transactions

• Open Transactions.
• Open the transaction list menu.
• Choose Repeating. MoneyCoach filters the list to repeating transactions.
• Open the repeating transaction you want to manage.

Stop a repeating transaction

• Open the main repeating transaction.
• In Repeating Details, tap Stop Repeating.
• Confirm Stop Repeating.

MoneyCoach stops creating future transactions. Transactions already created by the repeating schedule stay in your history.

Edit generated repeating transactions

• Open a repeating transaction.
• In Repeating Details, tap Edit Transactions when generated transactions are available.
• Remove any generated transaction you do not want to keep in the repeating group.
• Tap Done.

Delete repeating transactions

If you delete a repeating transaction from the transaction list, MoneyCoach asks whether you want to delete only the selected transaction or Delete All Repeating Transactions. Choose carefully:

• Delete This Transaction removes only the selected transaction.
• Delete All Repeating Transactions removes the repeating series, including related generated transactions. For repeating transfers, the connected transfer side is removed too.

In case you are wondering how you can edit the amount of an active repeating transaction, please take a look at this guide.

Common mistakes

• Deleting the whole repeating series when you only meant to stop future repeats.
• Editing one generated transaction and expecting future generated transactions to change too.
• Forgetting that repeating transfers have two connected sides.
• Leaving an old repeating subscription active after cancelling the real subscription.

Additional information

If you need to create a new repeating entry, start with How To Add A Repeating Transaction & Transfer. If only the future amount changed, use How To Edit a Repeating Transaction Amount.