Skip to main content

How Regulars & Upcoming Work

See every upcoming bill before it lands

Updated yesterday

We built Regulars to help you stay one step ahead – calm, in control, and free from the stress of missed payments.


Getting Started

In the Activity tab, tap Upcoming to get started.

Add a Regular

There are 3 simple ways to add a Regular to Gather:

  • Tap Add (+) in the top right of Upcoming

  • Use Suggestions that Gather finds based on your transactions

  • 🗓️ Assign to Regular by tapping and holding, or from inside any transaction

When creating a Regular, there are 3 parts to configure:

  • Regular Name: How it appears in your list

  • Match Rule: The rules that decide which transactions belong to a given Regular

  • Schedule: How often it repeats and when it’s due next

View a Regular

Tap any Regular to see its details: the last account used, key stats, and all linked transactions.


Day-to-Day Usage

Upcoming

Once your Regulars are set up, the Upcoming view comes alive.

It's a calendar for your bills.

Organised by month (or week, if you prefer), Upcoming predicts when your bills are due so you can stay on top of all the payments you make on the regular.

All

The All view shows your Regulars in a simple list that you can sort and group.

The key difference between Upcoming and All is that while Upcoming shows you each occurrence of a Regular (e.g. a weekly one shows up 4-5 times a month), All shows each Regular just once, plus totals and averages to help you plan ahead.


Pro Tips and Advanced Features

Edit the name of a Regular

To keep your Upcoming list neat and tidy 🧹

  • Tap on a Regular

  • Tap edit in the top right corner

  • Tap on the name in the top card to rename, then tap save

Editing the expected amount for a Regular

For example, credit card repayments that change each month 💳

  • Tap on a Regular

  • Tap on the amount next to the name

  • Edit the amount using the keyboard, then tap anywhere to save

Assigning a transaction manually to a Regular

To take care of transactions that get missed by a Match Rule 🗓️

  • Tap and hold on a transaction

  • Select a Regular or create a new one

  • Tap and hold again to remove from Regular

Creating a Regular with variable payment amounts

For example, an energy bill that fluctuates based on your usage ⚡️

  • Create a new Regular

  • In the Match Rule section, tap on Amount “is”

  • Select between, then set the expected amount range

  • All future payments within that amount range will automatically be assigned to the Regular


Limitations

Good to know (for now):

  • You can’t mark a Regular as paid manually other than by assigning a transaction.

  • Pending transactions that post under a slightly different name may need re-assigning.

  • Multiple payments to the same merchant/amount might get grouped together, but you can always un-assign if needed.

Did this answer your question?