You can set recurring entries that you want to enter in the future dates automatically. For example, if you set 100$ at 20th monthly, the 100$ entry will be set at 20th of next month. Please note that you need to subscribe to Taxnote Cloud and log into your Cloud account to use this feature.

*If you want to test it, please set daily recurring entry after you log into Taxnote Cloud account on Settings=> Upgrade, then, check your history data after AM6:00 next day.