Make an expense recurring

Use an existing expense as the basis for a recurring expense template when the same cost occurs on a schedule. Open Menu, select Banking, and then select Expenses.

Before you begin

You need an existing expense with the payment account, required payee, and expense lines that you want to copy to the recurring template.

Make the expense recurring

  1. Open Menu, select Banking, and then select Expenses.
  2. Select Expenses.
  3. Select the expense that you want to use.
  4. Open More actions and select Make recurring.
  5. Enter a template name and select the frequency and start date.
  6. Enter an end date, if needed, and review the next date.
  7. Select whether expenses generated from the template must be created as drafts.
  8. Review the copied expense information and lines.
  9. Select Submit.

QuickStart creates a recurring expense template. The original expense is unchanged.

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