Recurring Bills

Automate entry for bills that repeat.

Rent is due on the first. The software subscription charges on the 15th. Insurance premium hits quarterly.

You could enter these bills manually every time. Or you could set them up once and let them generate automatically, so you never forget that the rent is due and scramble to record it after the fact.

Creating a recurring bill

1. Enter the bill

   Create the bill as normal — vendor, amount, line items.

2. Make it recurring

   Click Make Recurring instead of Save.

3. Set the schedule

   • How often (weekly, monthly, quarterly, annually)
   • Start date
   • End date (optional)
4. Save

   Bills generate automatically on schedule.

Schedule options

Frequency	Good for
Weekly	Weekly service payments
Bi-weekly	Every two weeks
Monthly	Rent, subscriptions, most recurring expenses
Quarterly	Insurance premiums, quarterly services
Annually	Annual renewals, yearly fees
Custom	Specific intervals (every 45 days, etc.)

How it works

When the scheduled date arrives:

1. Bill is created automatically
2. Status: Open (ready for payment)
3. You get a notification
4. Review and pay as normal

You don’t have to remember — it just shows up.

Draft mode

If you want to review before the bill goes live:

1. Enable Create as Draft
2. Bills generate as drafts
3. Review and approve each one
4. Then mark as open

Good for bills where the amount might vary slightly.

Managing recurring bills

View all your recurring schedules:

1. Go to Bills → Recurring
2. See all active schedules
3. Click any to edit or manage

Pause

Stop temporarily (vacation, project on hold):

1. Click the recurring bill
2. Click Pause
3. No new bills generate until you resume

Edit

Change the template:

1. Click Edit
2. Modify amount, vendor, line items
3. Changes apply to future bills only

Already-generated bills stay as they were.

Cancel

Stop permanently:

1. Click Cancel
2. No future bills generate
3. History preserved

Common recurring bills

Bill type	Typical frequency
Rent/lease	Monthly
Software subscriptions	Monthly
Insurance	Monthly or quarterly
Utilities	Monthly
Phone/internet	Monthly
Professional services	Monthly
Loan payments	Monthly

Variable amounts

For bills that aren’t exactly the same every time (like utilities):

1. Enable Variable Amount
2. Each cycle, update the amount before it generates
3. Or let it generate and edit before paying

Price increases

When a vendor raises their prices:

1. Edit the recurring bill
2. Update the amount
3. Save

Future bills use the new amount. Previous bills aren’t affected.

Setting an end date

For contracts or subscriptions that end:

1. Edit the recurring bill
2. Set End Date
3. Last bill generates on or before that date

Or set Number of Occurrences (“generate 12 bills, then stop”).

Manage vendors

Track vendor information.