- 1
open the recurring candidates panel
the panel surfaces in katydid's main view. it lists every detected pattern with vendor, average amount, and how many cycles it's seen.
- 2
review the matches
each candidate has a "pin as recurring" button. patterns that aren't actually recurring (one-off purchases that happen to repeat by coincidence) can be dismissed.
- 3
click pin
the candidate becomes a fixed monthly schedule using the day-of-month from the most recent occurrence. you can edit the schedule from the fixed tab if needed.
tipthis is the fastest way to set up katydid on day one. instead of typing every recurring expense from memory, let the auto-detect surface them and pin in bulk.
still stuck?
we respond to every message within 24 hours.