Recurring expenses
A recurring expense describes a cost that repeats, such as rent, insurance, or a software subscription. You set the schedule once, and TREVY creates an expense record for each occurrence so you can track each occurrence separately. A recurring expense records costs; it does not arrange a recurring bank payment or supplier subscription.
Create a recurring expense
- Start a new expense and fill in the supplier, description, category, amount, and GST as usual. See Create and manage expenses.
- On the Repeating row, choose how often the expense repeats.
- Choose the Start Date and, if it should end, an End Date.
- Choose the Payment Status for generated expenses.
- Tap Save Expense.
Repeat options
| Option | Meaning |
|---|---|
| Every day | Each calendar day. |
| Every week | The same day each week. |
| Fortnightly | Every two weeks. |
| Every month | Advances the schedule by one calendar month. |
| Every year | Advances the schedule by one calendar year. |
| Custom interval | Every N days, weeks, months, or years, set with Repeat every. |
Check the upcoming dates when scheduling near the end of a month or on a leap day: calendar intervals can roll into the following month when the target date does not exist.
You can leave the end date empty to repeat indefinitely. Choose Clear to remove an existing end date.
Payment status for generated expenses
- Create each expense as paid marks each generated expense as paid on its occurrence date.
- Create each expense as unpaid leaves each generated expense unpaid. This is the default.
Starting in the past
If you choose a start date in the past, TREVY asks what to do:
- Create N missed expenses records the occurrences between the start date and today, up to a safe limit.
- Start recurring from today begins the schedule from today and ignores the past.
- Cancel returns you to the form.
If too many past occurrences would be created, TREVY only offers to start from today.
How generated expenses appear
TREVY creates a normal expense record for each occurrence that is due. Generated records appear in ALL, and in UNPAID if they are unpaid, and you can open and edit each one.
The UPCOMING filter shows occurrences that have not happened yet. These are previews; they are not saved until the date arrives. Open one to see a Future Expense preview and, on the next page, manage the schedule.
Manage a recurring expense
Open a recurring expense from the RECURRING filter, or open a generated expense and tap its REPEATING row. The Recurring Expense screen lets you:
- See the Start Date (fixed).
- Change Repeat, with a note showing the next scheduled expense.
- Set or clear an End Date.
- Change the Payment Status for future expenses.
- Tap Update recurring expense to save.
Schedule changes apply to future occurrences. Expenses that TREVY has already created are not changed. Editing the amount, description, or receipt on one generated expense affects that occurrence, not every future expense in the series.
Receipts attached when creating the recurring setup are assigned to the first generated occurrence, not copied to every future expense. Add later receipts to the corresponding saved expense.
Stop a recurring expense
There are two ways a schedule can stop, depending on whether it has started:
- Before it starts, choose Cancel Recurring Expense. TREVY removes the future recurring setup and generates no occurrences from it. This does not cancel a subscription or payment arrangement with your supplier.
- After it has started, set an End Date to today to stop occurrences after today, then tap Update recurring expense. Today is the earliest date the picker allows.