Create and Manage Recurring Expenses
A recurring expense creates a new shared expense entry on a weekly, every-two-weeks, or monthly schedule. The feature requires Connect, Protect, or Protect Plus.
Recurring expenses are available for shared expenses. They are not available for private expenses or reimbursements.
Create a Recurring Expense
- Open Expenses and tap +.
- Choose New Expense.
- Enter the description, amount, category, date, payer, and split.
- Turn on Recurring Expense.
- Choose Weekly, Biweekly, or Monthly.
- Save the expense.
The expense date is the schedule’s starting point. BestInterest creates the next entry after one selected interval. Each generated entry is a normal, separate expense in the ledger and can notify the family like another shared expense.
Receipts attached to the original recurring expense are not copied to future entries. Add a receipt to an individual generated expense when you need one there.
Change or Stop the Schedule
Open the original recurring expense that you created. You can change its date or frequency, or turn off Recurring Expense and save to stop future entries. Deleting the original recurring expense also stops its schedule.
Expense entries already generated remain separate ledger records. Edit or delete those entries individually if needed.
If a New Expense Is Not Created
A scheduled entry is not created when the family no longer allows shared expenses, the collaborative connection is no longer active, or expense requests are unavailable. Confirm that shared Expenses still works for the family and that the original expense still shows a frequency and next date.
If the schedule remains active after the expected date, contact support with the expense description, frequency, and expected date. Do not send receipt images unless support requests them.
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