If you’re unable to find a transaction that exists in the app while setting up a new recurring expense, please verify that the Merchant and Tag have been added to the transaction you want to use. Transactions without these details will not appear in the list when you click on Choose Transaction when creating a recurring expense.
To add these details to your transaction:
- Navigate to the Transaction tab (rupee icon).
- Select the relevant transaction.
- Click on Search merchants and friends that you see in the transaction view to add a merchant.
- To tag the transaction, click on the Tag button (magnifier icon) and enter the relevant tag.
Once you’ve completed these steps, your transaction will be visible when creating your recurring expense.
Be sure to use the same Merchant and Tag for your recurring expense so that it can be automatically detected by Fold in the future.