You can easily setup 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 an 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
By selecting the income and expenses tab > 3 dots icon to the right of the expense you can simply edit the expense, delete the expense and duplicate the expense.
Add a Note to your expense by selecting the notes option and adding details of your note.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌