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Adding and deactivating recurring expenses
Adding and deactivating recurring expenses

Schedule automatic expenses on a recurring basis

Romain Schuermans avatar
Written by Romain Schuermans
Updated this week

Don't waste time every month by creating the same expense over and over again. Schedule a monthly expense instead. Set it and forget it 🔄

Some perfect examples for monthly expenses:

  • Housing rent

  • Leasing invoices

  • Fuel invoices

  • Usage fees

How to add monthly expenses

  1. Navigate to your Expenses module in the side bar

  2. Select Monthly

  3. Click on Add expense

  4. Complete your recurring frequency, first and last execution date
    ☝️ Note: if the first execution date is in the future, you won't see an expense on your expense list yet. It will only appear on the first execution date

  5. Click on Save

  6. Done! Now follow up all monthly expenses in a single overview

How to deactivate or reactivate monthly expenses

  1. Navigate to your Expenses module in the side bar

  2. Click on Monthly expenses. You'll get a list of all recurring expenses

  3. Click on the action menu (the 3 dots at the end of the row)

  4. Click on Deactivate

Same goes for reactivating monthly expenses

See it in action:


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