How to create a recurring entry (repeat for several months)

How to create a recurring entry (repeat for several months)

Rent, internet, the accountant's fee: bills that come back every month don't need entering one by one.

How to create it

  1. Record the income or expense as usual, with the amount and the due date of the first month.
  2. Tap Repeat transaction.
  3. Choose For the next N months — the list goes up to 12.
  4. Save.

Need more than 12 months? Choose Custom and enter the number, from 1 to 999.

Check before saving

As soon as you pick the repetition, Next transactions appears with the dates of every entry that will be created. Check there that the dates match what you agreed before saving.

What Jarbas creates

On save, the following months' entries are created right away, all at once. Each one:

  • Keeps the original's amount, category and type.
  • Gets a due date one month further along.
  • Gets a number at the end of the description (Rent - 1, Rent - 2).
  • Starts open, with no payment.

You pay each month on its own date, like any other entry.

Once applied, the repetition locks

The field shows: "Repeat already applied. To edit look for the last duplicated transaction."

That means changing the original entry does not change the months already created. If the rent went up, edit the future entries, or delete the series and create it again.

How to delete the whole series

Delete the original entry — the first one, the one carrying the repetition. Jarbas asks:

This transaction was repeated N times. Do you want to delete all of them?

Confirm and every month goes with it. Delete a month in the middle and only that one disappears.

One tip

If the amount changes every month (electricity, a credit card), enter it month by month rather than repeating. Repetition is for fixed amounts.



    • Related Articles

    • Can I create separate accounts in the Finance section (like bank and credit card)?

      No, the Jarbas finance system doesn’t allow you to create separate accounts for things like bank and credit card. What the Finance system includes • Transaction categories to classify your income and expenses • Payment methods such as cash, PIX, or ...
    • How to Create a Category in Finance?

      Adding custom categories in Jarbas’ financial section is a quick and straightforward process. Follow these steps to better organize your finances: From the app's home screen, tap on the Financial option. Next, locate and tap on Categories, which is ...
    • How to record a partial payment on an expense

      Not every bill is settled in one go. Jarbas accepts several payments on the same entry and keeps track of what's left. How to record it Open the entry under Financial. Tap Add Payment. Jarbas suggests the outstanding amount — change it to what you're ...
    • How to View Financial Transactions by Payment Method

      In Jarbas, you can filter your financial transactions by payment method — such as cash, Pix, credit card, debit card, bank transfer, and more. This helps you understand how your customers are paying and makes it easier to track your cash flow. Below ...
    • Why can’t I delete a financial category?

      Default financial categories in Jarbas can’t be deleted because they’re essential for the system to function properly. Which categories can’t be deleted Default Income Categories • Sales • Service • Salary • Investment • Bonus • Customer Account • ...