# Recurring Transactions
Recurring Transactions in CrewCost allow you to automate journal entries and expenses that repeat on a defined schedule. Instead of manually creating the same transaction at each interval, you configure it once, and the system generates it automatically according to the schedule you set.
### Access the Recurring Transactions List
To begin, navigate to the Recurring Transactions section in CrewCost Settings.
1. Click **Settings** to open the dropdown menu in the left sidebar.
2. Select **Other** to access other settings.
3. Click **Recurring transactions o**n the **Other** settings page to view the Recurring Transactions List page.
Once in the Recurring Transactions **List** page, you can start creating a new **Recurring Transaction**.
### Create a New Recurring Transaction
With the Recurring Transactions list open, follow the steps below to create a new recurring transaction. The form is divided into two sections: **Essentials** and **Items**.
1. Click the **+ New Recurring Transaction** button in the top-right corner of the list.
2. In the **Transaction** field, select the transaction type, such as **Journal Entry** or **Expense**.
3. Enter a name for the transaction in the **Name** field.
4. In the **Interval** field, select how frequently the transaction should repeat, e.g., **Daily**, **Weekly**, **Monthly**, or **Yearly**.
5. In the **Every (days)** field, enter the numeric interval between occurrences (for example, `1` for every day, `7` for every 7 days).
6. In the **Start date** field, enter or select the date on which the recurring transaction should begin.
7. In the **End** field, select when the transaction should stop: **None** to repeat indefinitely, **On** to end on a specific date, or **After** to end after a set number of occurrences.
### Add Line Items
The Items section defines the individual lines of the transaction. Each row represents one line item. To add line items, follow the steps below.
1. Click **+ New Item** (top-right of the Items table) or **+ New Item** (bottom-center of the Items table) to add a new row.
2. For each row, fill in the available fields:
| Field | Description |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Job** | Select an existing job from the dropdown, or select **Create a new job** to create one. This field is optional. |
| **Account** | Select an account from the dropdown. If a **Job** is selected in the same row, this field is set automatically and cannot be edited. |
| **Description** | Enter a free-text description for the line item. |
| **Cost Code** | Select a cost code from the dropdown (for example, `00 - Preconstruction`, `01 - General Requirements`). |
| **Cost Type** | Select the cost type from the dropdown. |
| **Debit** | Enter the debit amount for the line item. |
| **Credit** | Enter the credit amount for the line item. |
{% hint style="info" %}
The totals row at the bottom of the Items table displays the sum of all **Debit** and **Credit** values entered. If the totals do not balance, they will be highlighted in red.
{% endhint %}
3. To remove a row, click the **trash icon** in the **Actions** column of that row.
4. Click **Save** in the bottom-right corner to create the new **Recurring Transaction**.
After clicking **Save** the new recurring transaction will appear as a new entry in the **Recurring Transactions** list, showing its **Name**, **Transaction** type, **Interval**, and scheduled dates.
### See Also
Keep exploring our platform by taking the next step:
* [Set the Accounting Start Date](https://docs.crewcost.com/documentation/accounting-configuration/set-the-accounting-start-date): Learn to define the point in time when your financial data begins inside CrewCost.
* [Connect Bank Accounts via Plaid](https://docs.crewcost.com/documentation/accounting-configuration/connect-bank-accounts-via-plaid): Connecting your bank account through Plaid allows CrewCost to securely sync financial transactions directly from your financial institution.
