Recurring rules — retainers, salaries & SIPs
Set a rule once — income or expense, daily to yearly with an every-N interval — and Finocket posts the entry on schedule, even when the app is closed.
Anything that repeats — a monthly retainer, your salary, a software subscription, an SIP — can be a recurring rule. Set it up once on Recurring and Finocket posts the entry on schedule, even when you don't open the app.
What can recur
- Income — posts a payment on each run. Pick the client it comes from (a retainer client, or your employer added as a client for salary). The entry lands in your Day Book and Cashbook like any payment you recorded by hand.
- Expense — posts an expense with the category you set (rent, subscription, SIP, insurance). It shows up on the Expenses list and in your category totals.
Invoices don't recur yet — for repeat billing, record the incoming payment as a recurring income rule, or duplicate last month's invoice from the Invoices list.
Schedules
A rule runs daily, weekly, monthly or yearly, with an “every N” multiplier — so “every 3 months” is a quarterly subscription and “every 2 weeks” a fortnightly one. You also set the next run date; each time the rule fires, that pointer advances by one interval, so the same day is never posted twice.
Create, edit, pause, delete
- New opens the rule dialog: type, amount, an optional label and description, category (for expenses) or client (for income), the frequency and the next run date.
- Edit (the pencil on a row) reopens the same dialog seeded with the rule — change the amount when a retainer is renegotiated, or push the next run date out a month.
- Pause with the switch on the row; the rule keeps its place and resumes when you flip it back.
- Delete from the row — with an Undo in the toast if you slip.
How entries get posted
Due rules are materialised twice over: whenever you open the app, and by a daily server-side job that covers everyone — so a retainer posts on the 1st even if your phone stays in your pocket. Each posted payment or expense carries the rule's description (or its label), and the row on Recurring always shows the next run date so you can see what's coming.
Related: Day Book, Cashbook & Outstanding, Personal finance.
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