Recurring expenses
Rent, energy or a subscription records itself on the day it falls due.
Step by step
- On the detail of an expense that repeats, choose “Repeat”. Or open “Expenses” › “Recurring expenses” and choose “New recurring expense”.
- Name it under “Name”. The supplier, the lines, the supplier’s account and the currency are taken from the expense it starts from.
- Fill in “First expense on” and choose under “Repeat” how often: every month, or every 3, 6 or 12 months. Leave “End” empty to repeat without end. “Always on the last day of the month” keeps the date at the month’s end.
- Fill in the variable symbol only when the supplier asks for a fixed one, as for rent. Enter the due days.
- Choose “Create the recurring expense”. When it starts today, the first expense is recorded at once.
- The list shows how often it repeats, how many expenses it has recorded and the dates of the next ones.
Good to know
When an expense cannot be recorded because something is missing, it waits in the inbox as a draft.
A deleted recurring expense records no more expenses; those recorded stay.
Related articles
- Record an expenseEnter a received invoice or receipt beside its preview. A recorded expense gets a number from its own series.
- The inboxReceipts and supplier invoices waiting to become expenses: uploaded, e-mailed or sent through the API.
- Recurring invoicesInvoices for regular clients, issued and sent by themselves at the period you set.