# 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.](https://www.sorviai.com/help/recurring-expenses/new-recurring-expense-form.png)

*The form tells you the next generation date as you set the start date. Generated expenses arrive as drafts.*

## Set up a profile

- **Enter the expense as normal**

  Account, amount, vendor and tax, exactly as a one-off.
- **Choose the frequency and start date**

  Weekly, monthly, quarterly or yearly. The start date sets the cycle day.
- **Set an end condition**

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

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

> **Note:**
>
> **A past start date generates immediately**
>
> Backdating a profile posts every missed cycle on activation, which can be several expenses at once. That is occasionally what you want and usually a surprise, so check the result before moving on.

## Dates and edge cases

| Case | What happens |
| --- | --- |
| Monthly, starting the 31st | Falls back to the last day of shorter months. Never skips. |
| Start date in the past | Missed cycles generate at once on activation. |
| Cycle lands on a weekend | Generates anyway. The calendar does not care. |
| End date passed while stopped | The profile expires and does not restart. |