Managing scheduled and recurring payments

Automating payments like rent, salaries, or subscriptions saves time and ensures you never miss a due date. In Holvi, you can easily set up, view, and manage scheduled or recurring SEPA transfers (bank transfers).

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• Set up a scheduled or recurring transfer
• View and cancel scheduled transfers
• Edit a scheduled transfer

Set up a scheduled or recurring transfer

You can easily schedule payments in both the Holvi mobile app and web browser.

1. Start a new bank transfer and fill in the recipient's details and the amount as usual.
2. Locate the Date and Frequency fields.
   • To schedule a one-time future payment: Set the payment date to a date in the future.
   • To set up a recurring payment: Select a Frequency (monthly, quarterly, yearly). You can also add an optional End date.
3. Confirm the payment — Holvi will take care of the rest!

View and cancel scheduled transfers

Need to review or stop an upcoming payment? Here’s how to find your list of scheduled transfers.

📱 In the mobile app

1. Open the Accounts tab from the bottom menu.
2. Tap the filter icon (circle with lines) in the top left corner.
3. Select Scheduled and confirm your choice.
   • To cancel a transfer: Tap the transfer you want to cancel, tap the three dots in the top right corner, and select Cancel.

💻 On a web browser

1. Log in at Holvi.com.
2. Go to Accounts in the left-hand menu and select the relevant account.
3. Under your account name and IBAN, click the Scheduled tab.
   • To cancel a transfer: Open the specific transfer you want to cancel, click the Options dropdown menu in the top right, and select Cancel.

How to edit a scheduled transfer

You can’t edit a scheduled or recurring transfer directly. Instead, create a new one based on the original:

1. Cancel the original transfer: Follow the steps above to stop the payment you want to change.
2. Duplicate and edit:
   • 💻 On the web: Open the canceled transfer > Options > Duplicate.
   • 📱 In the app: Open the canceled transfer > three dots > Duplicate.

This creates a brand new payment with all the original details pre-filled. You can now edit the amount, schedule, or recipient details before confirming your new, updated transfer.