Fyle

Recurring expenses, such as subscriptions or monthly bills, can be tedious to enter manually each time. Fyle's Recurring Expenses feature automates this process, creating expenses for you on a schedule. This article explains how to set up and manage recurring expenses.

Create the Initial Expense: Create the expense as you normally would through the web app (this feature is not available on the mobile app). Ensure all details are accurate, as they will be used for the recurring entries.

Access Recurrence Settings: Click Options at the bottom of the expense form and select Set Up Recurrence.

- Frequency: Choose how often the expense should recur (Daily, Weekly, or Monthly).
 - Daily: Specify the interval (e.g., every 3 days).
 - Weekly: Specify the interval and days of the week (e.g., every 2 weeks on Monday and Wednesday).
 - Monthly: Specify the interval and day of the month (e.g., every month on the 15th). You can also choose to recur on a specific day of the week within the month (e.g., the second Tuesday of every month).
- End Date: Choose when the recurrence should end:
 - Never: The expense will recur indefinitely.
 - On [Date]: Select a specific end date.

Review and Save: Review the recurrence summary and click Save.

1. Create the Initial Expense: Create the expense as you normally would through the web app (this feature is not available on the mobile app). Ensure all details are accurate, as they will be used for the recurring entries.
2. Access Recurrence Settings: Click Options at the bottom of the expense form and select Set Up Recurrence.
3. Configure Recurrence:
 - Frequency: Choose how often the expense should recur (Daily, Weekly, or Monthly).
 - Daily: Specify the interval (e.g., every 3 days).
 - Weekly: Specify the interval and days of the week (e.g., every 2 weeks on Monday and Wednesday).
 - Monthly: Specify the interval and day of the month (e.g., every month on the 15th). You can also choose to recur on a specific day of the week within the month (e.g., the second Tuesday of every month).
 - End Date: Choose when the recurrence should end:
 - Never: The expense will recur indefinitely.
 - On [Date]: Select a specific end date.
4. Review and Save: Review the recurrence summary and click Save.

___________________________________________________________

Identifying Recurring Expenses: A recurrence icon next to the Date of Spend in the Expenses section indicates a recurring expense.

Viewing and Disabling Recurrence: Go to your Profile settings, click the Recurring Expenses tab, and view all your active recurring expenses. You can disable a recurrence from this tab.

Notifications: You'll receive email notifications when a recurring expense is automatically created.

- Identifying Recurring Expenses: A recurrence icon next to the Date of Spend in the Expenses section indicates a recurring expense.
- Viewing and Disabling Recurrence: Go to your Profile settings, click the Recurring Expenses tab, and view all your active recurring expenses. You can disable a recurrence from this tab.
- Notifications: You'll receive email notifications when a recurring expense is automatically created.

Web App Only: Recurring expenses can only be set up and managed through the Fyle web app.

Expense Updates: If you need to update the details of a recurring expense (e.g., amount, category), you must modify the original expense from which the recurrence was created. Changes to the original expense will be reflected in future recurring entries.

- Web App Only: Recurring expenses can only be set up and managed through the Fyle web app.
- Expense Updates: If you need to update the details of a recurring expense (e.g., amount, category), you must modify the original expense from which the recurrence was created. Changes to the original expense will be reflected in future recurring entries.

By automating recurring expenses, you can save time and reduce the risk of errors in your expense reports.

Setting Up Recurrence

Managing Recurring Expenses

Note: