Set the recurring rule
Choose Expense or Income, enter an amount, account and optional category, then set a daily, weekly or monthly frequency and start date.
ROUTINES WITH ROOM TO PLAN
Keep the dates in sight. Know what's coming.
Organize recurring expenses and income, review what's scheduled for the next 7 or 30 days, and keep task and debt due dates in view. Nivora helps you record and review commitments without pretending it pays bills for you.
Recurring income and expenses 7- or 30-day upcoming view
EXAMPLE SCHEDULE
Next 7 daysWhat's coming up
Scheduled expenses$510.00
Scheduled income$1,200.00
- Day 1Monthly rentProjected expense · monthly rule−$450
- Day 3InternetProjected expense · monthly rule−$60
- Day 6Regular incomeProjected income · monthly rule+$1,200
Illustrative schedule in USD, not a product screenshot, actual forecast or your account. Projected entries are not yet posted or paid.
Three steps from schedule to record
The Recurring Transactions screen has its own controls for rules, upcoming dates and pausing schedules.
Review the upcoming list
Switch between 7 and 30 days to see projected occurrences from active rules. These are scheduled items, not payments already made.
Manage what repeats
Pause or resume rules when your routine changes. When due, a recurring rule creates a transaction record; it does not pay or transfer money.
Understand where reminders appear
A scheduled transaction, a task notification and a debt due-date email work differently. Here is what the existing implementation actually supports.
Scheduled income and expenses
Daily, weekly and monthly rules create recorded Expense or Income transactions on their schedule. The upcoming list previews future occurrences.
Transaction records, not bill paymentsBrowser notifications while open
When a task has a reminder date and time, Nivora can show a browser notification while the Planner reminder service is running in an open tab and permission is granted. This is not background push.
Requires an open browser sessionOne-shot email to your account
The server attempts a one-shot email to your registered address for a due People ledger entry, when email delivery is configured. It is not a scheduled series or automatic message to the other person.
Delivery depends on configured emailAN UPCOMING VIEW, NOT A PROMISE
See scheduled expenses before their dates arrive
Upcoming Bills & Income shows the next occurrences of active recurring rules. A 7-day view can help you review the week; switch to 30 days for a wider planning window.
The list reflects recorded rules, not actual merchant invoices or bank-confirmed charges. Paused rules are excluded, and a projected occurrence does not mean a bill has been settled.
Explore business expense trackingChoose your viewExample
7 daysNext few scheduled entries
30 daysA longer list of upcoming occurrences
Illustrative controls only. Switch windows in the authenticated Recurring Transactions page.
Details that help you follow through
Pause and resume schedules
Temporarily stop a recurring rule and restart it later without having to create a brand-new description.
Filter recurring rules
Search descriptions and filter active or paused schedules, Expense or Income, in the recurring-rule list.
Task due dates
Give Planner tasks due dates and optional times, then review upcoming work in Calendar and List views.
People due dates
Record optional due dates for money lent or borrowed, and see the dated entries in the person ledger.
Explore Lend & BorrowManual WhatsApp and SMS nudges
Open a prefilled message from a People ledger and decide whether to send it yourself. Messages are not dispatched automatically.
Review generated transactions
Recurring rules add transaction records. The transaction history lets you review what was recorded, rather than assuming an external payment occurred.
Reminders don't move money
Nivora does not guarantee that a bill will be paid, a debt collected, or an alert delivered on every device. The browser task notification requires an open tab and permission; the due-ledger email is a one-shot attempt to the account owner, subject to email setup. No customizable 1-day, 3-day or 1-week lead-time control is promised here.
Questions about schedules and reminders
Will a recurring rule pay my bills?
No. A recurring rule creates an Expense or Income transaction record when due. It does not initiate a bank transfer or pay a merchant.
Can I review the next month of bills?
Yes. The Recurring Transactions page has 7-day and 30-day upcoming views that project occurrences from active rules.
Do task reminders work after I close the browser?
No. The current web task notification runs in an open browser tab with permission. It is not a background push service.
Will debt reminders be sent to someone who owes me?
The current server attempts a one-shot due-date email to your registered account email when configured, not to the contact. You can manually open WhatsApp or SMS from the People ledger to send them a message yourself.
Explore Planner, Lend & Borrow or How It Works.