Anything that repeats — a monthly retainer, your salary, a software subscription, an SIP, even the retainer invoice itself — can be a recurring rule: set it up once and Finocket posts the entry on schedule, server-side, even when you never 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 hand-recorded payment.
- Expense — posts an expense with the category you set (rent, subscription, SIP, insurance). It shows on the Expenses list and in category totals.
- Invoice — creates a draft invoice on each run, numbered on your invoice series, with the client and line items from the rule. Drafts arrive ready for you to review and send — nothing goes to a client unchecked.
Schedules
A rule runs daily, weekly, monthly or yearly, with an “every N” multiplier — “every 3 months” is a quarterly subscription, “every 2 weeks” a fortnightly one. You also set the next run date; each time the rule fires, that pointer advances one interval, so the same day is never posted twice.
Create, edit, pause, delete
- Open Recurring → New: choose income, expense or invoice, amount, optional label and description, category (expense) or client (income and invoice), frequency and next run date.
- Edit (the pencil) reopens the dialog seeded with the rule — change the amount when a retainer is renegotiated, or push the next run 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.
When entries actually post
Due rules are materialised twice over: when 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 entry carries the rule's description or label, and every row on Recurring shows its next run date so you can see what's coming.
Access & control
Owners and assistants create and manage rules; an invited accountant sees the rules and the posted entries read-only. Recurring is a module — enable it under Settings → Modules & features if the screen isn't in your nav.
Related: Day Book, Cashbook & Outstanding, Personal finance.
Recurring journals
A recurring rule is not only for invoices and expenses. A journal voucher can post itself on your schedule too — the monthly accruals, prepayment releases and standing adjustments that otherwise get remembered late or not at all.
The same guarantees apply as to any journal: it has to balance, and it lands in your ledgers like any other voucher, with nothing special-cased about it.