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 โ€œset and done.โ€

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.ย 

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.ย 

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
  • Merchant
  • Purpose
  • 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

Edit Expense
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!

Delete Expense
You can delete an expense anytime by selecting the income and expenses tab >3 dots next to the Expense > Deleteย 

or via the expense by selecting it > select the green duplicate tab top right drop down > delete expense

Duplicate Expense
You can duplicate a expense by selecting the expense > duplicate option in green top leftย 

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.ย 

๐Ÿ’Œ ย Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. ๐Ÿ’Œ


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