Turn a journal into a recurring one
The quickest way is to start from a journal you've already made:
Open the journal and click Actions → Convert to recurring.
Check the Name. The line items are copied automatically.
Choose how to Start as:
Draft: saved, not issued yet.
Active: issues on schedule.
Paused: kept, with no new issues.
Set the Start date and an optional End date.
Set the Frequency (Days, Weeks, Months or Year) and Every, e.g. every 1 month.
Click Convert to recurring.
Create one from scratch
Go to Manual Journals → Recurring Journals and click Create Recurring Journals. Fill in the title, journal lines and Schedule, the same way as a manual journal.
Manage your schedules
Recurring Journals lists each schedule's Title, Start date, End date, Frequency, Interval, Status and Amount. Tick schedules to Export selected, Duplicate or Delete them.
Example: release prepaid insurance
You paid $2,400 for a year of insurance and recorded it in Prepaid insurance. Each month, $200 becomes an expense:
Account | Side | Amount |
Insurance | Debit | $200 |
Prepaid insurance | Credit | $200 |
Schedule it monthly for 12 months and set the end date, so it stops when the prepayment runs out.



