Recurring expenses are transactions that you pay to the same vendor for the same amount at the same interval (i.e. each week, month or year). If you’re automatically tracking your finances, Hurdlr automatically captures all of these expenses. However, if you’re manually tracking these expenses, you can set them up as recurring, so that you do not need to manually enter them every time they occur.
To Create a Recurring Expense:
Navigate to the Expenses Dashboard (Free & Premium)/Transactions Dashboard > Money Out (Pro)
On the mobile app, tap the ‘+’ sign in the top right corner, or on the web app, click ‘Add Expense’
Enter the Amount, Vendor, and Category for the expense and tag it as either Business or Personal
Select the ‘Expense Frequency’ field
Choose the frequency you need the expense to recur, the options are
Weekly Recurring Expense
Monthly Recurring Expense
Yearly Recurring Expense
Click 'Save'
When you create an expense as a recurring expense, Hurdlr will automatically create an identical expense at the frequency you set. For example, if you enter in a ‘Monthly Recurring Expense’ on the 1st of the month, Hurdlr will automatically create a new identical expense on the first of each month moving forward.
To Create a Back-Dated Recurring Expense
You can create a back-dated recurring expense. To do so, follow the steps above to create a recurring expense, select the date the expense started, and tap ‘Yes’ to confirm and create a recurring expense dating back to the start date.
You should not create a recurring expense for an expense associated with a bank account or credit card you have linked in Hurdlr. For transactions that you’re tracking automatically, you can use Expense Rules to further automate the tracking.
To Stop a Recurring Expense
Navigate to the Expenses Dashboard (Free & Premium)/Transactions Dashboard > Money Out (Pro)
Click on the most recent recurring expense
Select the ‘Expense Frequency’ field
Change the frequency to ‘One-Time Expense’
Click ‘Save’
Editing the frequency of a recurring expense will not delete any past recurring expenses. To delete an expense follow the steps here.