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Expenses (Smart Ledger)Set up recurring expenses

Set up recurring expenses

A one-time expense uses a single date. A recurring expense repeats on a rule you set before you save.

Prerequisites

  • You are signed in
  • You are creating an expense

Steps

  1. On the expense form, tap the date.
  2. Choose Recurring Rule instead of Single Date.
  3. Choose how often it repeats: every few days, chosen weekdays, a day each month, or a yearly date.
  4. Set Paid by and Split Between as you would for a single expense. See Split an expense.
  5. Save.

What good looks like

Open the expense. It shows Recurring. Schedule shows whether that repeat is Active or Paused, the date it runs from, and the next date.

Next steps

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