You can easily setup recurring expenses & save chunks of cash at tax time. With AND CO, tracking your recurring expenses is as easy as β€œset 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.Β 

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.

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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

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.Β 



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

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