One-off and recurring items

A one-off item takes a single due date. A recurring item takes a rule (for example the 20th of every month) and a start date the rule counts from.

The most common repeats are offered as templates: the 20th or the 1st of every month, quarterly on the 20th, yearly on 31 May, weekly on Monday. If none fits, you can enter a custom rule. The preview under the field lists the next dates, so you can check straight away that the rule is right.

• Start date – the dates are counted from this day. For a quarterly rule, for example, the start date decides whether the quarter starts in January, February or March.
• End date – if you set one, there are no more dates after it.
• At most daily – nothing can repeat more often; a financial plan does not need that.

The schedule type can be changed later, from one-off to recurring and back.