Help center · Planned & recurring
How to edit a recurring series (or a single occurrence)
Edit modal has a scope radio: Entire series vs This occurrence.
On this page
To edit a recurring item in Extrack, open the Recurring page, tap Edit on the row. A scope radio at the top of the form lets you pick "Entire series" (changes the template for future occurrences) or "This occurrence" (changes only this single slot; frequency locked). Save. Past posted occurrences stay as-is; the edit applies forward from here.
Steps
Tap Edit on the recurring row
Form opens with the scope radio at the top.
Pick the scope
"Entire series" edits the template — frequency, amount, accounts, category. "This occurrence" edits just this single slot — frequency is locked.
Save
For Entire series, future occurrences use the new values. For This occurrence, only this slot changes; subsequent occurrences continue with the original template.
Frequently asked
Why are past occurrences not updated?
Past occurrences are now Transactions — independent rows. Editing the template would silently rewrite history; that would break Reports. Edit the individual rows on Transactions if you need to.
Why is frequency locked on "This occurrence"?
Changing frequency only makes sense for the whole series — a single slot does not have its own cadence.
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