Setting Up a Recurring Expense

Creating a recurring expense is quick and flexible. Here's how to set it up:


✅ Steps to Set a Recurring Expense:

  1. Go to:
    Expenses -> Record Expense

  2. Fill in the basic expense details, such as:

    • Expense Name

    • Amount

    • Date

    • Category

    • Customer (if applicable)

    • Payment Mode

    • Currency and Tax options

  3. 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.

  4. Save the expense.

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