Help · Purchases
Recurring expenses in SwiftlyBooks
Spending that comes round on a schedule, such as rent, internet and subscriptions, copied on its day.
Set one up
- Press New schedule, and choose The expense to repeat. Or press Make recurring on the expense itself.
- Give it a Name, how often it comes under Every, and the First on day. Fill in Last on only for one that ends.
- Each copy waits as a draft for someone to approve, unless you tick Approve each one, rather than leave a draft.
- Press Set it up.
Look after it
- Run now makes what has fallen due at once, rather than waiting for the daily run.
- Pause stops it for a while, and Resume starts it again.
- Stop ends it. The expenses it made stay.
Good to know
- Each copy is dated its own day, and paid from the same wallet.
- What stopped a copy, such as a closed month or a missing rate, shows in amber. It tries again on its next run.
- With a second approver in Settings, every copy waits as a draft for someone to approve.
Related
The same help is in the app: press the ? at the top of any page.