Weekend handling — choose what happens when a recurring transaction falls on a weekend: keep the exact date, move to the previous Friday, or shift to the next Monday
Stop after X occurrences — set a recurring transaction to automatically stop after a specific number of entries
Enter now & skip next — instantly post the next scheduled occurrence or skip it entirely, right from the transaction row
Improved recurring dialog — cleaner layout with all new options (weekend behavior, end conditions) in one place
🔧 Fixes & Improvements
File import payee matching — importing transactions from a file now automatically creates payees when they match an existing name in your budget, so you no longer lose payee info on import
Payee display fix — transactions with only a note/memo no longer incorrectly show it as the payee name
Scheduled transactions — bulk cleared toggle is now correctly disabled for scheduled entries
Help center — refreshed article design and tightened copy across all help center docs