Recurring Detection¶

Bamboo Money automatically identifies recurring transactions (subscriptions, bills, regular payments).

Detection Algorithm¶

The system analyzes transaction history looking for:

• Same merchant — Normalized merchant name matching
• Similar amount — Within a tolerance range (handles price changes)
• Regular interval — Monthly, bi-weekly, weekly, or quarterly patterns

Model¶

class RecurringTransaction(models.Model):
    merchant = models.CharField(max_length=200)
    expected_amount = models.DecimalField(max_digits=10, decimal_places=2)
    frequency = models.CharField(choices=FREQUENCY_CHOICES)
    next_expected_date = models.DateField()
    is_active = models.BooleanField(default=True)

Usage¶

• View all detected recurring transactions on the recurring page
• Mark transactions as recurring or not-recurring to train the detector
• Get alerts when expected recurring transactions are missing
• See monthly recurring commitments total