Can I record recurring adjustments, for example on a monthly basis?

This article explains how you can record recurring adjustments:

• on a monthly basis, for both Income Category Transfers and Expenditure Category Transfers
• with a different frequency, for example quarterly (or as a one-off), by manually copying an existing category transfer.

Monthly recurring category transfers

If you want to set up a monthly repeating category transfer, you can do this when you create the initial category transfer. Within the Category Transfers screen, select either 'Add Income Category Transfer' or 'Add Expenditure Category Transfer' depending on which you want to create.

In the pop-up, select the checkbox titled 'Recurring Monthly Transfer?'. When you do this, a transfer will be created:

• on the date you selected, and
• on the same day of all subsequent months in the financial year.

Copy a category transfer

For scenarios where you want to repeat a category transfer on a different regularity (e.g. on a quarterly basis, or as a one-off), you can do this by manually copying an existing adjustment.

Within the Category Transfers screen, in the Income Category Transfers or Expenditure Category Transfers table, click on the 'Copy into next month' button on the right-hand side of the adjustment. 

The pop-up will auto-populate with details identical to the original adjustment, but with the date one calendar month later. You can amend this date as you wish.

To help you better understand the Adjustments module as a whole, please visit the module overview page here.