Managing Recurring Expenses

Set recurring expenses and save time tracking ongoing regular expenses.

Ben Luxon avatar
Written by Ben Luxon
Updated over a week ago

You can add recurring expenses for regular recurring expenses such as mortgage payments. Should this payment change, however, you can edit or bring the recurring expense to an end.

To add a recurring expense on mobile.

Step 1: Navigate to the relevant property.

Step 2: Go to the expenses section.

Step 3: Add a new expense.

Step4: Enter the expense details: Amount, date due, category, description etc.

Note: you can enter a past date to backdate your expenses.

Step 5: Select Expense Frequency and set to the appropriate frequency eg. monthly.

Step 6: Hit save.

If you entered a date in the past it will automatically enter expenses from the first due date according to the payment frequency bringing your account up to date.

To end a recurring expense.

If you want to stop a recurring expense. You simply need to delete the master expense for it. This expense will have a little cycle icon next to it. Deleting this item will not affect any of the previously entered recurring expenses.

Step 1: Navigate to the relevant property

Step 2: Go to the expenses section

Step 3: Click on the master expense to edit it. The master expense will have a cycle icon next to it.

Step 4: Scroll to the bottom.

Step 5: Delete.

To edit a recurring expense.

You can edit the amount and details of a recurring expense. These changes will only be applied to future expenses. However, you can’t edit the due date of the expense payment. If you do need to change the date the expense is due you will need to end the recurring payment and create a new one.

Step 1: Navigate to the relevant property.

Step 2: Go to the expenses section.

Step 3: Click on the master expense.

Step 4: Edit the details you’d like to change.

Step 5: Save.

To add or edit a recurring expense on desktop.

Step 1: Create a new expense and enter the expense details or edit an existing one. Scroll down and select yes for "Recurring?".

Step 2: Update remaining details and hit Save.

Step 2: In the expenses list, the recurring expense will have a cycle icon next to it. Select this to edit the master expense. Changes will only be applied to future expenses.

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