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Recurring items

Keep a list of the payments you expect, with an amount, so you can add them to any budget period.

Show steps for

A recurring item is a payment you expect again and again, such as rent, a subscription or a utility bill. It is fixed when the amount never changes and variable when it does.

Before you start

You don’t need to prepare anything.

Steps

Web

The Recurring Items screen of the web app, with the filter box, the buttons to find suggestions and to add an item, and the list of items. 1: Open Catalog in the menu and select Recurring Items. To find one, type in the filter box; 2: Select Add; 12: On the web, select Find Suggestions from History to let WisExpense look for payments that repeat in your transactions. Tick the ones you want and select Add Selected to Catalogue; 13: On the web, select Edit in an item’s row to change it, or Delete to remove it. On mobile, tap the item to change it. The mobile app doesn’t remove recurring items.The Recurring Items screen of the web app, with the filter box, the buttons to find suggestions and to add an item, and the list of items. 1: Open Catalog in the menu and select Recurring Items. To find one, type in the filter box; 2: Select Add; 12: On the web, select Find Suggestions from History to let WisExpense look for payments that repeat in your transactions. Tick the ones you want and select Add Selected to Catalogue; 13: On the web, select Edit in an item’s row to change it, or Delete to remove it. On mobile, tap the item to change it. The mobile app doesn’t remove recurring items.
  1. Open Catalog in the menu and select Recurring Items. To find one, type in the filter box Marker 1.
  2. Select Add Marker 2.
The recurring item form of the web app, with the name, category, variable amount and expected amount fields and the Create button. 3: Type the Name and choose a Category; 4: Type the Name and choose a Category; 5: Type the Expected Amount. If the amount changes each time, tick Variable amount; 6: Type the Expected Amount. If the amount changes each time, tick Variable amount; 7: Select Save.The recurring item form of the web app, with the name, category, variable amount and expected amount fields and the Create button. 3: Type the Name and choose a Category; 4: Type the Name and choose a Category; 5: Type the Expected Amount. If the amount changes each time, tick Variable amount; 6: Type the Expected Amount. If the amount changes each time, tick Variable amount; 7: Select Save.
  1. Type the Name Marker 3 and choose a Category Marker 4.
  2. Type the Expected Amount Marker 5. If the amount changes each time, tick Variable amount Marker 6.
  3. Select Save Marker 7.

Mobile

The Recurring Items screen of the mobile app, with the button to add an item, the link to find suggestions and the list of items, each marked as fixed or variable. 8: Tap + Add; 13: On the web, select Edit in an item’s row to change it, or Delete to remove it. On mobile, tap the item to change it. The mobile app doesn’t remove recurring items.The Recurring Items screen of the mobile app, with the button to add an item, the link to find suggestions and the list of items, each marked as fixed or variable. 8: Tap + Add; 13: On the web, select Edit in an item’s row to change it, or Delete to remove it. On mobile, tap the item to change it. The mobile app doesn’t remove recurring items.
  1. Tap More, then tap Recurring Items under Catalog.
  2. Tap + Add Marker 8.
The recurring item form of the mobile app, with the type, name, amount, currency, icon, category and provider fields and the Save button. 3: Type the Name and the Amount, then choose a Category and, if you like, a Provider; 4: Type the Name and the Amount, then choose a Category and, if you like, a Provider; 9: Type the Name and the Amount, then choose a Category and, if you like, a Provider; 10: Type the Name and the Amount, then choose a Category and, if you like, a Provider; 11: Tap Save.The recurring item form of the mobile app, with the type, name, amount, currency, icon, category and provider fields and the Save button. 3: Type the Name and the Amount, then choose a Category and, if you like, a Provider; 4: Type the Name and the Amount, then choose a Category and, if you like, a Provider; 9: Type the Name and the Amount, then choose a Category and, if you like, a Provider; 10: Type the Name and the Amount, then choose a Category and, if you like, a Provider; 11: Tap Save.
  1. Type the Name Marker 3 and the Amount Marker 9, then choose a Category Marker 4 and, if you like, a Provider Marker 10.
  2. Tap Save Marker 11.

Find recurring items from your history

On the web, select Find Suggestions from History Marker 12 to let WisExpense look for payments that repeat in your transactions. Tick the ones you want and select Add Selected to Catalogue.

Change or remove an item

On the web, select Edit in an item’s row Marker 13 to change it, or Delete to remove it. On mobile, tap the item to change it. The mobile app doesn’t remove recurring items.

See what is coming due

Items that you added to a budget period and that are still pending show on Home, under Coming due, earliest first. An item whose date has passed carries the word Overdue. Select the item to open a new expense with its date, category and provider filled in. The menu at the right of the item offers Match, to link an expense you already recorded, Edit, to change its due date or provider, and Remove, to take it out of the period. Match lists expenses around the item’s due month, with the item’s provider first, and Show all currencies widens the list beyond the item’s currency.

What you see

The item appears in your list, marked as fixed or variable, and you can add it to a budget period.

Add recurring items to a budget period.