How recurring items fill the matrix

A recurring Expected transaction is a rule (a recurrence of monthly, weekly, or biweekly, with an optional end). Its occurrences are laid onto the calendar automatically and show up on the Cash matrix on each due date; you do not run a separate generate step.

Occurrences respect the recurrence pattern (a monthly bill lands on its day of the month), the active amount method (escalation, look-back, driven), and the active timing method. Extend your horizon or change the method and the matrix reflows; anything you have already reconciled is preserved.

One-off Expected items are entered directly with a single date; only recurring ones lay down a series.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.