We are continuously working to enhance auto-detection and improve the automatic linking of transactions to recurring expenses on Fold.
If auto-detection fails, you can manually link a transaction to a recurring expense by following these steps:
- Tap on the recurring expense displayed on your calendar for which transactions are missing.
- Select the expense to open its overview.
- Click on the date card (e.g., Nov 3, 2024).
- Tap + Add transaction manually, then select Choose transaction.
- A list of paid transactions matching your selected rules (Merchant, Tag, and amount) will appear.
- Select the appropriate transaction and click the checkmark in the top right corner to add it to your recurring expense.
Once done, your transaction will be linked to your recurring expense.