You can easily setup your recurring expenses & save chunks of cash at tax time. With AND CO, tracking your recurring expenses is as easy as “set and done.”
To get started and set up recurring expenses select the + Create Tab top right
Select > Create > Expense
Alternatively you can select the > Income and Expenses tab > Add New > Expense
Select > New Expense
Select > Add Expense
Select > 'Expense' and enter in the details of your expense.
To create the recurring expense ensure you select the option "Make Repeating" and enter in your schedule/conditions of the recurring expense and even set a end date.
Also, select from the options in the expense screen to add details of your expense such as
- assign to project/client
- tax deductible
- billable to client
- Total / currency / date
- Tax category
- Include Taxes
- Make Repeating/ Recurring
- Add notes
- Attach Receipt
Once you are all set select the green create tab to save your recurring expense. Once saved you can view your recurring expense via the In&Out or income and expenses tab
You can edit an expense at any time by selecting the In&Out tab > select the expense > edit the expense and save it. This will update it moving forward!
You can delete an expense anytime by selecting the income and expenses tab >3 dots next to the Expense > Delete
or via the expense by selecting it > select the green duplicate tab top right drop down > delete expense
You can duplicate a expense by selecting the expense > duplicate option in green top left
Add a end / Stop Date for repeating / recurring expenses
You can add a stop date for the recurring expense so it will stop recurring on the date set.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌