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How to create/update Recurring expenses in the expense calendar

Follow the steps below to create and update a Recurring expenses in the expense calendar

Part 1: How to create a recurring expense

Part 2: How to update an expense

Part 1: How to create a recurring expense

  1. Click "Expenses" How to Add Recurring Expenses in Profit Metrics - Step 2 (2)
  2. Click "Expense Calendar"How to Add Recurring Expenses in Profit Metrics - Step 3
  3. Click "Manage Recurring Expenses"How to Add Recurring Expenses in Profit Metrics - Step 4
  4. Fill out Name, Expense cost, and Day .

    How to Add Recurring Expenses in Profit Metrics - Step 9

  5. Click "Add Expense"How to Add Recurring Expenses in Profit Metrics - Step 10
  6. Click "OK"How to Add Recurring Expenses in Profit Metrics - Step 11

NOTE: By default, the day selected is "Every month, starting this month." This means the expense will be added immediately for the current month and will automatically recur on each subsequent month.

Part 2: How to update an expense

  1. Click "Expenses"Update Recurring Expense Cost in ProfitMetrics - Step 2
  2. Click "Expense Calendar"Update Recurring Expense Cost in ProfitMetrics - Step 3
  3. Click "Manage Recurring Expenses"Update Recurring Expense Cost in ProfitMetrics - Step 4

  4. Click "Edit" Update Recurring Expense Cost in ProfitMetrics - Step 7
  5. Make your edits in left sideUpdate Recurring Expense Cost in ProfitMetrics - Step 8
  6. Click "Update Future Expenses"Update Recurring Expense Cost in ProfitMetrics - Step 10
  7. Click "OK"Update Recurring Expense Cost in ProfitMetrics - Step 11