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Create a Recurring Expense

Enter the expense once, choose the rhythm, decide when it stops.

The start date is doing more work than it looks, because it sets both the first generation and the day of the cycle thereafter.

The New Recurring Expense screen. Recurrence Details holds a required Profile Name, a Repeat Every field set to 1 Month(s), a required Start Date, an Ends On date with Never Expires ticked, and an Automatic Generation checkbox reading Generate expenses automatically on schedule, noted as raising each expense as a draft. Under the start date an inline hint reads that the next recurring expense will be created on September 11th, 2026. Expense Details holds the expense account, a GBP amount and a VAT Exclusive or Inclusive choice; Vendor and Payment holds the vendor, a required Paid Through account and a reverse charge tick.
The form tells you the next generation date as you set the start date. Generated expenses arrive as drafts.

Set up a profile

  1. Enter the expense as normal

    Account, amount, vendor and tax, exactly as a one-off.

  2. Choose the frequency and start date

    Weekly, monthly, quarterly or yearly. The start date sets the cycle day.

  3. Set an end condition

    A date, a number of cycles, or open-ended for a rolling subscription.

  4. Activate it

    Generation begins on the next scheduled date. A draft profile generates nothing.

Dates and edge cases

CaseWhat happens
Monthly, starting the 31stFalls back to the last day of shorter months. Never skips.
Start date in the pastMissed cycles generate at once on activation.
Cycle lands on a weekendGenerates anyway. The calendar does not care.
End date passed while stoppedThe profile expires and does not restart.

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