Income & finances

Create a monthly expense rule

A rule calculates an expense each month from its start date; edits or pauses also affect displayed history.

Step by step

1. Open “Summary” from the sidebar.
2. As owner open Summary, find “ADD EXPENSE” and choose “Recurring”. Check that the expense is not already an active rule or duplicated as a single expense.
3. Enter description, amount in the business currency, day of month from 1 to 28 and start date. The first instance is the chosen day not earlier than the start. Example: day 5 and October 10 start gives November 5 as the first instance.
4. Save once. Check the rule in the recurring list and choose a period containing its first date to see the expense. The rule generates report amounts, not an automatic bank payment or purchase.
5. Before Edit or Pause read the warning: editing the amount changes previous-month instances; pausing removes them from calculations even in earlier months. Keep a reference of affected periods and recheck the result.

Feature availability depends on your plan and permissions.