Managing recurring transactions

Once MoneyVue detects a recurring pattern (see How recurring detection works), you can confirm it, edit it, or dismiss it.

Confirming a detected pattern

A detected pattern starts as a suggestion. Confirming it tells MoneyVue: "yes, this is a real recurring charge."

1. Open Recurring (or Subscriptions for the subscription-style view).
2. Click a detected pattern.
3. Review the merchant, amount, and frequency.
4. Click Confirm.

Confirmed patterns:

• Show up in your monthly run-rate total.
• Get projected forward as upcoming charges.
• Are eligible for cancellation reminders.

Dismissing a false positive

Not every pattern is actually recurring. A coffee shop you visit weekly looks the same to the detector as a weekly subscription.

To dismiss:

1. Open the pattern.
2. Click Dismiss (or Hide).

Dismissed patterns won't be re-suggested. The matching transactions still show up normally on the Transactions page.

Editing a recurring entry

You can edit:

• Display name — what you call the charge.
• Frequency — daily, weekly, biweekly, monthly, quarterly, semiannual, annual.
• Amount — the expected amount per occurrence.
• Active flag — whether this entry counts toward your run-rate.

When the bank changes a charge (e.g., a subscription raises its price), MoneyVue will re-detect the new amount over time, but you can update it manually any time.

Re-running detection

The Detect Subscriptions button on the page re-runs detection on demand. Use it after a big batch of new transactions sync in, or after dismissing a false positive that was hiding a real one.

Active vs. inactive

The page splits patterns into Active and Inactive tabs:

• Active — patterns you've confirmed (or auto-detected with high confidence) that still recur.
• Inactive — confirmed patterns that have stopped occurring on schedule. Useful for spotting cancellations.

FAQ

Why is something detected as recurring when it's a one-off? The detector needs at least three matching occurrences (or two for known merchants) to suggest a pattern. Mistakes happen — dismiss the pattern and it won't return.

Can I add a recurring entry by hand? Yes — use the editor on the Recurring page. Useful for upcoming subscriptions you haven't been billed for yet.

Will the run-rate change instantly when I edit an amount? Yes. The total at the top of the page updates as soon as you save.