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Recurring Expenses

Set up expenses that repeat regularly so you don't have to enter them every time.

Common Recurring Expenses​

  • Monthly rent
  • Utility bills
  • Software subscriptions
  • Insurance premiums
  • Loan payments
  • Salary payments

Creating a Recurring Expense​

1. Go to Expenses​

Click Expenses in the left menu.

2. Click Add Recurring​

Look for Recurring Expenses or create an expense and enable recurrence.

3. Enter Expense Details​

Same as a regular expense:

  • Amount
  • Category
  • Vendor
  • Description

4. Set Schedule​

Configure:

  • Start date - When it begins
  • Frequency - Weekly, Monthly, Quarterly, Yearly
  • End date (optional) - When to stop

5. Save​

Click Save to activate the recurring expense.

Managing Recurring Expenses​

View All​

Go to Expenses → Recurring to see all schedules.

Edit​

Click on a recurring expense to:

  • Change the amount
  • Update the schedule
  • Modify category

Pause​

Temporarily stop without deleting:

  1. Edit the recurring expense
  2. Toggle Active off
  3. Reactivate when needed

Stop​

End a recurring expense:

  1. Edit the recurring expense
  2. Set an end date
  3. Or delete if no longer needed

When Expenses Are Created​

Based on your schedule:

  • Auto-create - Expense recorded automatically
  • Draft - Created as draft for review

Review auto-created expenses periodically to ensure amounts are still accurate.

Adjusting Amounts​

If a recurring cost changes (e.g., rent increase):

  1. Edit the recurring expense
  2. Update the amount
  3. Future expenses will use the new amount
  4. Past expenses remain unchanged

Tips​

  • Set up recurring expenses when you first start using Elona CRM
  • Review monthly to catch changes
  • Adjust amounts as costs change
  • Use for budgeting and forecasting