Repeating expenses

Rent, a subscription, the weekly groceries run: an expense that comes back on a schedule. Set it once and the server adds each copy on its date.

#Making one

Add the expense as usual and set Repeat to every week, every month or every year. The expense you just added is the first copy; the rule remembers its description, amount, payer, category, merchant and split, and adds the next copy on the next date.

Dating it in the past catches up straight away: a monthly rent started three months ago adds the missed copies as soon as you save.

#When copies land

• Weekly rules land every seven days.
• Monthly and yearly rules land on the day of the month the first copy was dated. When a month is shorter, the copy lands on its last day, and the next one goes back to the original day: a rule started on 31 January lands on 28 February, then 31 March, not the 28th forever.

The worker checks for due copies when it starts and every day just after midnight, UTC. A copy is added once, even if two checks run at the same time.

#Managing rules

Each group lists its rules under Settings, Repeating, next due first.

• Pause stops new copies. Resume picks up from today: copies dated while it was paused are skipped, not added in a batch.
• Delete stops the rule for good. The copies it already added stay, as ordinary expenses.

A rule can't be edited. To change the amount or the split, delete it and add a new repeating expense; editing one copy only changes that copy.

A member who pays or shares in a rule can't be removed from the group until the rule is deleted.