Edit a recurring expense

Edit a recurring expense template to change the schedule or information used for future generated expenses. Open Menu, select Banking, and then select Expenses.

Before you begin

You need an existing recurring expense template.

Edit the recurring expense

  1. Open Menu, select Banking, and then select Expenses.
  2. Select Recurring expenses.
  3. Select the recurring expense that you want to change.
  4. Select Edit.
  5. Update the schedule, expense information, or expense lines.
  6. Select Update.

Changes apply to expenses generated after the update. Expenses that were already generated are not changed.

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