Automatically create expenses at regular intervals - useful for fixed costs like rent, subscriptions, or retainers.
Available on the website only.
How to set up a recurring expense
Go to Expenses → Recurring Expenses
Click New Recurring Expense
Enter a name for the recurring expense
Enter the price, tax, and select a category - category is mandatory
Select a vendor if needed - vendors are found in your client section
Set the start date for when the first expense should be created
Choose the recurrence - weekly, monthly, or yearly
Upload a document or image if needed
Toggle Mark as paid automatically if the expense is always paid on creation
Click Save
Note: Once set up, expenses are created automatically at the chosen intervals and appear in your Overview, Reports, and mobile app.
Recurring expenses cannot be set up with a past start date
The recurring expense template itself does not appear in the mobile app - only the individual expenses created from it
To manage expense categories, go to Expenses → Categories on the website.
Didn't find what you were looking for? Contact our support team and we'll sort it out for you.