You can add recurring expense 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.

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 edits. 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.

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