Recurring expenses can be updated or removed by editing future entries, deleting the series, or adjusting the next scheduled occurrence. Changes can apply to a single upcoming entry or all future entries, allowing corrections without affecting previously recorded expenses.
From the sidebar navigation, select
Business Tools, then Expenses. From the Expenses toolbar, select the recurring expense button 
.
Options:
Edit a Recurring Expense: Make changes that will apply to future entries or set an End Date. Changes made will not affect any previous entries in the series.
Move the Next Entry in a Series: Move the next recurring expense only to a future date. If all future entries need to be moved, follow the steps above to edit the recurring expense.
Delete a Recurring Expense: Delete a recurring expense, which will not remove any previously added entries. See Find and Edit or Delete an Expense Entry to delete (or edit) previously added expense entries.
Edit a Recurring Expense
From the Recurring Expense screen, select the recurring expense to be edited. Select the edit button
, make the necessary changes, then select Save.
Move the Next Entry in a Series
On the Recurring Expense screen, select the checkbox for the recurring expense whose next entry should be moved in the series, then select the move to button
. Enter a new date in the Move To field or select from the calendar picker, then click OK. Close the Recurring Expense screen.
Delete a Recurring Expense
In the Recurring Expense screen, select the recurring expense to delete. Select the delete button
to delete, then close the Recurring Expense form.
