Keep expected income separate

Recurring income has a Next Expected date. The schedule helps you see when the next receipt is expected, including as earlier dates move into history. Passing an expected date does not itself create an income transaction.

Use Record Received when the money arrives, or connect the occurrence to a matching transaction already in Penniva. That keeps your plan useful without treating a future paycheck as money already recorded. Monthly income estimates are also separate from actual receipts.

Track an item from setup to payment

  1. Open Bills and add a recurring item. Enter its name, kind, amount and repeat schedule.
  2. Check Next Due for a bill or Next Expected for income. Choose a category that matches how you want to review the activity.
  3. When the event happens, open the item and choose Mark Paid or Record Received.
  4. Review any suggested matching transaction. Choose Use Existing Transaction when it is the same payment, or Create New Transaction when you have not recorded it yet.

Using an existing entry prevents the same amount from being counted twice. If a suggested match is a different payment, inspect its date, amount and account before deciding.

Make room for changes

Use Skip This Date when one occurrence should not be recorded. Edit Item changes the current recurring item. Replace Item ends it and creates a new item with the revised details. End Item stops future occurrences while keeping its history.

Upcoming totals depend on the recurring items you have added and their saved schedules. They cannot include a bill Penniva has never been told about. Review the list when a price, payday or renewal date changes. Recurring bills, subscriptions, income scheduling and correcting that history remain free in the prepared 1.1 release.