Create a Recurring Expense

A recurring expense can be created to automatically record repeating costs on a set schedule. The entry includes an amount, category, frequency, and start date, with optional end conditions to control how long the expense repeats.

 From the sidebar navigation, selectBusiness Tools, then Expenses. 

1. From the Expenses toolbar, select the recurring expense button .
2. From the Recurring Expense pop-up, select the new button.
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 fields. If a card is used, we suggest specifying the card type and last four digits (e.g., 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, select the new transactions button.
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, select Save to save and close.

Additional Information:

• Edit, Move, or Delete a Recurring Expense