Recurring expenses automatically generate new entries at scheduled intervals.

When to use recurring expenses

Recurring expenses are useful for costs that repeat regularly.

Examples include:

• software subscriptions
• vehicle lease payments
• hosting services
• office rent

Creating a recurring expense

1. Navigate to
   Expenses → Recurring Expenses
2. Click
   Add Recurring Template
3. Configure the template.

Recurring settings

Start date

The date the recurring expense schedule begins.

End date (optional)

The schedule will stop generating expenses after this date.

Frequency

Select how often the expense repeats.

Example:

• Monthly
• Weekly
• Yearly

Interval

Controls how often the frequency repeats.

Example:

• Every 1 month
• Every 3 months

Real-use case scenario:

For “every other day” set Frequency to ‘daily’ and Interval to ‘2’

For “once per fortnight” set Frequency to ‘weekly’ and Interval to ‘2’

Expense details

Recurring templates include the same fields as standard expenses:

• category
• vendor
• description
• tax values
• notes

Activating recurring expenses

Recurring templates can be enabled or disabled using the Active toggle.