Recurring Items

When creating a new Recurring Item, an associated Recurring Rule is automatically created. It would be helpful to be able to view the Recurring Rule's details before it's created, to be able to review it and make adjustments if necessary. This will make it clearer to users that a recurring rule is being created, and will allow users to adjust details such as adding more than a 2-day wiggle room around the anchor date. I am totally fine if this is hidden behind an advanced expandable section or a check box asking if the date of the transaction matters or something. Either would be better than the current flow of creating the rule, then having to go to the page where rules are stored and edit the existing rule.

recurring items should be grouped by merchants.

On the the list of Recurring Items, I can click on an item and see the list of recurring transactions due and expected. I would like to click on one of them and be able to create the actual linked transaction for that ocurrence. This seems a natural thing to do, while I'm already reviewing my recurring items. This would be better than having to step out to the Transactions list, open the Add menu, scroll to the bottom until the Create from recurring button, and then scrolling the list of Recurring items to select the one I want.

On the Recurring page, when merging recurring items, the drop-down is not searchable. For users with a lot of recurring items, searching would make the process significantly easier.

Please implement an option to define recurring transfers (e.g. monthly payment to an investment account).

Have ability to mark a recurring item as paid that month without any transaction. For instance, if you have a recurring credit card payment, sometimes there is $0 due that month and no payment will be made.

In cases where you might end up paying multiple months of a bill at once after missing a bill, it would be nice to be able to link the transaction to the missed recurring item from a prior month after splitting the transaction.

Would like to be able to split an expense that occurs every year (i.e. a credit card fee) to add to a rollover account every month so the expense is not a surprise and the money is already allocated

Now one can only see recurring transactions for the upcoming month. It would be nice to have an overview of all planned transactions, in case you forgot about some.