Guides

How to set up a standing order

A standing order is a normal transaction with a repeat frequency attached. GoodShare then books it for you every month (or week, or year) without you having to think about it again.

1

Start as with a normal entry

Open the book. A standing order is created in the same input sheet as any other transaction. There is no separate screen for it.

How to set up a standing order, Step 1: Start as with a normal entry
Step 1: Start as with a normal entry
2

Enter amount and category

Type the amount and pick the category, exactly as you would for a one-off expense. Do not save yet.

How to set up a standing order, Step 2: Enter amount and category
Step 2: Enter amount and category
3

Tap “Repeat”

The button at the bottom of the input sheet opens the “Repeat Frequency” dialog. This is the step people miss: the option lives inside the input sheet, not in the book settings.

How to set up a standing order, Step 3: Tap “Repeat”
Step 3: Tap “Repeat”
4

Choose the frequency

Weekly, bi-weekly, monthly, quarterly or yearly. Monthly covers rent, subscriptions and most insurance. The start date is filled in for you; “Time Limit (Optional)” sets an end date if you want one. Confirm with OK.

How to set up a standing order, Step 4: Choose the frequency
Step 4: Choose the frequency
5

Save

The saved entry now shows a repeat icon and its frequency in the list. GoodShare enters the further executions right away, each on its own day, and a short message confirms the period.

How to set up a standing order, Step 5: Save
Step 5: Save

Frequently asked questions

On the free plan up to 3 standing orders per book. Pro has no limit. In a shared book it is enough if the owner of the book has Pro.

On the free plan, yes: at the latest 12 months after its start, or 12 months from today if the start lies in the past. With Pro you can set an end date up to 5 years ahead.

Long-press one of its entries and choose “Stop future executions”. The entries already booked stay, no further executions follow. “Delete standing order”, by contrast, removes the whole series including the past entries.

Yes. Edit one entry of the series; when you save, GoodShare asks whether the change applies “From this one” on or to “All”, including those already booked. The frequency and the end date cannot be changed while editing: stop the standing order and create it again.

Yes, like any other entry in its category. That is exactly why rent belongs in the housing budget.

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Still stuck?

The FAQ answers the shorter questions, and you can always write to us.

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