Pro Feature

Recurring Transactions

Many of your expenses happen on a predictable schedule — rent on the 1st, Netflix on the 15th, salary on the last Friday. Recurring Transactions lets you set these up once and have Pocket Clear automatically log them for you on the right date, every time.

You can create recurring entries for both expenses and income. Each one has a name, amount, category, payment type, and frequency (weekly, bi-weekly, monthly, or yearly). Pocket Clear creates the transaction automatically when the date arrives, so your records stay accurate even if you forget to open the app.

For monthly and yearly rules, you can set the day of month to any value from 1 to 31. If the chosen day does not exist in a given month (for example, the 31st in February or April), Pocket Clear automatically uses the last day of that month instead. A yearly rule repeats once a year on the same month and day as its start date.

Recurring transactions appear in your transaction list just like manually-logged ones. You can edit or delete any individual occurrence without affecting future ones, or you can edit the recurring rule itself to change all future occurrences at once.

How to set up a recurring transaction

1. Open Pocket Clear and tap the + button to add a new transaction.
2. Fill in the details (amount, category, note, etc.) as usual.
3. Toggle Recurring on.
4. Choose the frequency: Weekly, Bi-weekly, Monthly, or Yearly.
5. Set the start date (and optionally an end date).
6. Tap Save. The first transaction is logged immediately, and future ones will be created automatically on schedule.

Managing recurring items

• View all active recurring rules in Settings > Recurring Transactions.
• Tap a rule to edit the amount, category, frequency, or end date for all future occurrences.
• Delete a rule to stop future transactions from being created. Already-logged transactions remain in your history.
• Edit a single occurrence from the transaction list — this only changes that one entry, not the rule.

Notifications

Each recurring rule has a Notify me when logged toggle, which is on by default. When the app auto-creates a transaction for that rule, it posts a local notification so you know it happened. Recurring rules are processed when you open the app. If several were due since your last visit, the notifications are collapsed into a single summary — for example, "Logged 3× monthly Rent." You can turn this off per rule if you prefer to log without alerts.