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Introduction - Recurring Expenses

A recurring expense records regular, already-paid spending without anyone typing it every month.

Turning a subscription into a profile that books itself every month.

Software subscriptions, rent paid by standing order and card-billed services all fit. Like every recurring profile in SorviAI Finance, the profile itself posts nothing; only the expenses it generates do.

The Recurring Expenses screen listing four profiles with columns for Profile Name, Amount, Expense Account, Frequency, Status, Next Expense Date, Vendor and Generated. The first row, Fleet insurance, runs Every Month against Professional Fees, is Active, next falls due on 06/05/2026 and has generated one expense so far.
Generated counts what the profile has already posted. The profile itself posts nothing.

Recurring expense or recurring bill

Same question as the one-off case, same answer. Has the money already gone, or do you still owe it?

Recurring Expense

Already paid each cycle

  • YesOne step, no payment to record afterwards
  • YesRight for card and direct debit spend
  • NoNever appears as money owed
  • NoWrong if the supplier invoices you on terms

Recurring Bill

You will pay it later

  • YesCreates a payable you then settle
  • YesAppears in payables ageing
  • YesRight for invoiced arrangements like rent on terms
  • NoNeeds a payment recorded each cycle

Only for fixed amounts

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