Expenses
Recurring Expenses
Create repeating property expense schedules and understand how due occurrences become posted expense rows.
Overview
Recurring expenses are schedule rules for property costs that repeat. They are stored as recurring series rules, while due occurrences are materialized into posted property expense rows.
Summary and Ledger show posted or incurred expenses only. Future scheduled occurrences remain in the Recurring tab until they become due.
Recurring Expense Fields
- Start date
- Optional end date
- Frequency: weekly, monthly, quarterly, or yearly
- Expense type
- Paid by
- Amount
- Vendor
- Notes
How Due Occurrences Work
Creating or editing a recurring series materializes due occurrences into posted property expenses. Loading the property page as a company admin can also materialize missing due occurrences through today.
Future occurrences remain scheduled and are not posted until they become due. This keeps future planned costs separate from posted accounting activity.
Stopping Or Deleting A Series
A recurring expense can be stopped today forward, preserving historical posted occurrences. It can also be deleted with all generated occurrences when the series was created by mistake.
If the regular billing amount changes, stop the old series going forward and create a new one at the new rate.
Editing Generated Occurrences
Editing a generated expense row marks that single occurrence as an override. The edit should not change the rest of the recurring series.
Use occurrence edits for one-off changes, such as a single higher utility bill or a vendor adjustment.
Recurring Expense Imports
Recurring expense imports create recurring schedule rules. Due occurrences from the schedule start date through today are materialized into posted expenses during import.
Future occurrences remain scheduled. Users should not import the same historical cost as both a one-time expense and a recurring expense occurrence unless duplicate activity is intentional.
Last Updated
May 2026