How to use ProfitMetrics
      Back to home
      1. Knowledge base
      2. How to use ProfitMetrics

      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