Income & finances

Change recurring-expense amount, pause or reminder timing

Rules affect historical report calculations too; reminder timing is not an automatic payment.

Step by step

1. Open “Summary” from the sidebar.
2. As owner, choose the location and period in Summary. Identify the recurring rule by description, amount, day and start date. Its monthly report instances are calculated from that rule, not saved bank charges.
3. Edit a recurring instance using its pencil, change its nonblank description or nonnegative amount and Save. Dates and schedule stay unchanged. These changes affect descriptions and amounts shown for previous months too. Recheck an earlier period and the current one.
4. In Active recurring expenses, set Reminder to 0–14 days before and leave the field to save. This has no separate Save button; reopen to verify. If an uncertainty message appears, reload the saved value before trying again. Zero means due-day timing, not disabling the rule or all owner alerts.
5. Pause asks for confirmation. It deactivates the rule and removes its expenses from calculations, including older periods; it is not “stop next month only”. After confirming, check affected totals. This screen offers no resume or schedule-date editor; ask support before creating a replacement rule that could double-count.
6. A reminder attempt does not prove delivery or payment. Its next expense date must be inside the rule’s saved start/end dates; a valid advance reminder can arrive before the start date. Check your payment evidence. Changing lead time does not guarantee another notice in the same month. For an uncertain update or unexpected alert, reload and contact support with rule, location and period.

Feature availability depends on your plan and permissions.