How recurring items appear on the matrix

A recurring Expected transaction lays its occurrences onto the matrix automatically, per its recurrence and active methods, so there is no separate generate step.

1. Add an Expected transaction and set its recurrence (monthly, weekly, biweekly) with an optional end.
2. Its occurrences appear on the Cash matrix on each due date, following the active amount method (escalation, look-back, driven) and timing method.
3. Change the method or extend your horizon and the matrix reflows; anything already reconciled is preserved.

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