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.