How to Automate Recurring Transactions

Set up Automation Transaction

The Setup Automation Transaction feature allows landlords to automate recurring income or expense entries. This ensures that regular payments, such as rent, mortgage, or maintenance fees, are recorded automatically without manual entry, saving time and reducing errors.

Fields Explained

• Title:
  Enter a descriptive title for the transaction.
  Example: Monthly Rent Payment
• Type:
  Select whether the transaction is:
  • Income – for rent or other incoming payments
  • Expense – for mortgage, maintenance, or other outgoing payments
• Trans Head:
  Select the main category for the transaction.
  Example: Rental Income, Property Maintenance & Repairs
• Start Date:
  Select the date the automation should begin.
• Cycle:
  Choose how frequently the transaction repeats.
  Example: Monthly
• Interval:
  Set the number of occurrences.
• Unlimited – the transaction continues indefinitely until stopped
• Next Date:
  Shows the next scheduled transaction date.
• Amount:
  Type the transaction amount in GBP.
  Example: £1,100.00
• Remark:
  Add any notes about the transaction for reference.
• Status:
• Running – automation is active
• Stop – automation is paused or ended

Once saved, the system will automatically record transactions according to your schedule. This helps landlords maintain accurate financial records, ensure timely entries, and reduce manual workload.