How to Manage Recurring Expenses
Recurring expenses automate tracking for regular business costs like subscriptions, rent, or monthly services.
Creating a Recurring Expense
Navigate to Recurring Expenses in the sidebar and click "New Recurring Expense".
- Title — What the recurring cost is for.
- Amount — The recurring cost.
- Frequency — How often (weekly, monthly, quarterly, yearly).
- Start Date — When expense tracking begins.
- Category — Expense category for reporting.
- Client/Project (optional) — Link to a client or project.
How It Works
The system automatically creates expense records at each interval. These appear in your expenses list and are included in financial reports.
Managing Recurring Expenses
- Edit — Update the amount, frequency, or category.
- Pause/Resume — Temporarily stop and restart tracking.
- Delete — Remove the schedule (existing expenses remain).
💡 Tip:
Common recurring expenses include software subscriptions, hosting fees, and regular contractor payments.