Recurring Expenses

Automate tracking of regular business costs like rent, subscriptions, and utilities.

Overview

Recurring expenses work like recurring invoices but for costs. Set up a template and let MyCompanyDesk create expense records automatically.

Common use cases:

• Office rent
• Software subscriptions
• Insurance premiums
• Utility bills
• Lease payments

Creating a recurring expense

1. Go to Recurring Expenses > New
2. Fill in the template:
   • Description — What the expense is for
   • Amount — The recurring cost
   • Category — Expense category
   • VAT rate — Applicable VAT
   • Frequency — Weekly, monthly, quarterly, or yearly
3. Click Save

Frequency options

Frequency	Description
Weekly	Every 7 days
Monthly	Same day each month
Quarterly	Every 3 months
Yearly	Once per year

Managing recurring expenses

Pause / Resume

Toggle automatic generation on or off. Pausing stops new expense creation; resuming continues from the next scheduled date.

Edit

Changes to the template affect future expenses only. Existing expenses are not modified.

Delete

Remove the template. Previously generated expenses remain in your records.

Generated expenses

Each generated expense:

• Matches the template's amount, category, and VAT settings
• Is dated to the scheduled occurrence date
• Can be edited independently after creation

Tips

• Review your recurring expenses periodically to catch cancelled subscriptions
• Link recurring expenses to projects for accurate project costing
• Use categories consistently for meaningful reports