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  3. Expenses

Create, Edit, or Delete Recurring Expenses

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Expense entries can be set to recur within a specified interval automatically. To access, from the sidebar navigation, clickBusiness ToolsBusiness Tools, then Expenses. 

Create a New Recurring Expense

  1. From the Expenses toolbar, click Recurring Expense.
  2. From the Recurring Expense screen, clickAdd New.
  3. Enter a meaningful name in the Description field for the recurring expense.
  4. Select a date from the Next Occurrence drop-down calendar (if applicable, select a date from the End Date drop-down calendar).
  5. Under the Expense section, fill in the Pay to and Check (if a credit card is used, we suggest specifying the card type and last four digits, such as Visa 6789).
  6. Under the Repeat drop-down, select either Monthly by Date or Annually.
  7. If Monthly by Date is selected, under Every and On The select the applicable interval and the date the expense will occur.
  8. Under the Transactions section, click theAdd New.
  9. Select a Category, add a Memo, then an Amount.
  10. Repeat steps 8 and 9 if the expense needs to be split into more than one expense category.
  11. When finished, clickSaveSAVE to save and close.

Recurring Expense

Future recurring expenses can be edited or moved but will not affect any previously added expense entries.

  1. From the Expenses toolbar, clickRecurring Expense.
  2. From the Recurring Expense screen, select the recurring expense to be edited.
  3. Click Edit, make the necessary changes, then click SaveSAVE.

Edit Recurring Expense

Deleting a future recurring expense does not remove any previously added entries. See Find and Edit or Delete an Expense Entry to delete (or edit) previously added expense entries.

  1. From the Expenses toolbar, clickRecurring Expense.
  2. From the Recurring Expense screen, select the recurring expense to be deleted.
  3. Click Deleteto delete, then Close to close the Recurring Expense form.

Delete Recurring Expense

Follow the steps below to 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. 

  1. From the Expenses toolbar, clickRecurring Expense.
  2. From the Recurring Expense screen, select the recurring expense to be edited, then click Move.
  3. Click in the Move To field to use the calendar picker or enter a new date, then OK.
  4. Click Close to close the Recurring Expense screen.

Move Recurring Expense

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