Creating a recurring expense is quick and flexible. Here's how to set it up:
✅ Steps to Set a Recurring Expense:
-
Go to:
Expenses -> Record Expense
-
Fill in the basic expense details, such as:
-
Expense Name
-
Amount
-
Date
-
Category
-
Customer (if applicable)
-
Payment Mode
-
Currency and Tax options
-
-
Enable Recurring Option:
-
On the right side of the expense form, find the "Advanced Options" section.
-
Locate the “Repeat Every” dropdown.
-
Choose from standard intervals like:
-
Every 1 week
-
Every 1 month
-
Every 3 months
-
Every year
-
-
Or select "Custom" to define a specific number of days, weeks, months, or years based on your needs.
-
-
Save the expense.