{"id":37775,"date":"2026-10-31T02:34:46","date_gmt":"2026-10-31T01:34:46","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/add-recurring-expenses-in-accountable-3\/"},"modified":"2026-10-31T02:34:46","modified_gmt":"2026-10-31T01:34:46","slug":"add-recurring-expenses-in-accountable-3","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/add-recurring-expenses-in-accountable-3\/","title":{"rendered":"Add recurring expenses in Accountable"},"content":{"rendered":"<h1 class=\"font-degular\" id=\"h_f3d4ccfa5e\">What are some common uses for the recurring expenses feature?<\/h1>\n<p class=\"no-margin font-inter\">The <b>Recurring Expenses<\/b> feature in Accountable automatically records regular, fixed payments so you don&#8217;t have to enter them manually every month. The most common use cases are listed below, followed by step-by-step instructions for setting one up.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_9719e6ac43\">\u2705 Typical use cases for recurring expenses<\/h1>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0;border-radius: 6px;border-collapse: separate;border-spacing: 0\">\n<tbody>\n<tr>\n<td style=\"padding: 8px\">\n<p class=\"no-margin font-inter\">\ud83d\udcbc Category<\/p>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\">\ud83d\udccc Examples<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\"><b>Rent &amp; Leasing<\/b><\/p>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0;border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\">Monthly office rent, coworking space, company car lease<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\"><b>Software Subscriptions<\/b><\/p>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0;border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\">Accounting, design, or project management tools (e.g. Adobe, Notion)<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\"><b>Insurances<\/b><\/p>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0;border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\">Professional liability, device insurance<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\"><b>Phone &amp; Internet<\/b><\/p>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0;border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\">Landline, mobile phone plan, cloud storage<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\"><b>Membership Fees<\/b><\/p>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0;border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\">Professional associations, chambers of commerce<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\"><b>Maintenance Contracts<\/b><\/p>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0;border-top: 1px solid #c6c9c0;padding: 8px\">\n<p class=\"no-margin font-inter\">e.g. IT support, software service agreements<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_7f2e841e95\">1) Go to Expenses and add a new expense<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Tap on <b>Expenses<\/b> in the left menu to open the expense overview.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Tap on <b>Upload new expense<\/b> at the top right.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585827416\/437fe84e06ca3f06bbfebe782f45\/Screenshot+2025-06-24+at+15_11_04.png?expires=1793469600&amp;signature=77d4fd68a2e43f1822efe4c34d6c71b24bd4a36551821f12ae9606f0bfe6557c&amp;req=dSUvE8F8moVeX%2FMW3nq%2Bgb7xIYxl7zhywrRNBxluPiPJBs4b3Fqq1tYxhdlq%0AekxT6MtlzgeFsO7Nd4YCyGi%2BcEE%3D%0A\" width=\"2806\" height=\"500\" style=\"height: auto\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880;border-color: #73737633\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udcce Upload your contract or invoice here.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585827894\/efca7018a7e8b34efe6a272c51cb\/Screenshot+2025-06-24+at+15_11_25.png?expires=1793469600&amp;signature=71c5bbbd63958f9c361f05a0e9d031b043beaa8a628b28baf38d338de088605e&amp;req=dSUvE8F8molWXfMW3nq%2BgeTz18SvNBW%2BgPLZCWhtGoTxc%2BOw9IyGKMcH6TiD%0AzrCz4e%2F9y5%2Bkg4cdJ213E0op6%2Fc%3D%0A\" width=\"1472\" height=\"710\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_57f0eb952f\">2) Review the expense details<\/h1>\n<p class=\"no-margin font-inter\">Make sure to check the following fields:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Supplier<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Category<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Amount<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">VAT rate<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">VAT return period<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Optional fields, such as: <i>&#8220;Why is there no VAT on this expense?&#8221;<\/i><\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585828345\/4db4613a8cdde8c301320f90a40f\/Screenshot+2025-06-24+at+15_11_58.png?expires=1793469600&amp;signature=142c220a5ead084c2a1eed6be52cf2f9818e63d6e23d94490579d9373dbce802&amp;req=dSUvE8F8lYJbXPMW3nq%2BgRfNOWad%2FbRcyRyGP57YvRs9fidWSGV5ygFgvQpY%0ADBBerGiZNUggYsHPb4FmSiZBE4s%3D%0A\" width=\"2176\" height=\"1388\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_4aafe459ca\">3) Make the expense recurring<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the <b>Make recurring<\/b> button (next to the expense date).<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585828807\/3889b504d165fb5913cbc650c02b\/Screenshot+2025-06-24+at+15_12_42.png?expires=1793469600&amp;signature=e296a5a7cebf08867441efca2eed88b15493bf99d0b14241bc3f5ee1809725c2&amp;req=dSUvE8F8lYlfXvMW3nq%2BgVWcxx2BE7848eDBN0EleA%2BrcJNgX%2BEm0E37S3g0%0A8sKTyapQbOL8cAzYptlD%2FNBUZwc%3D%0A\" width=\"1092\" height=\"856\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_8555d25d3c\">4) Select the repetition frequency<\/h1>\n<p class=\"no-margin font-inter\">Choose how often the expense should recur:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Monthly<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Quarterly<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Yearly<\/b><\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">You can also:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Set an <b>end date<\/b> if the expense is not permanent.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Tick the <b>Copy attachment<\/b> checkbox if you want to use the same file for each recurrence. This is useful for contracts (e.g. rent) where no monthly invoice is issued. If you receive a new invoice each month, you can upload it later.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">Click <b>Continue<\/b> to proceed.<\/p>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585829385\/262c0e3afaa58ab93568b585eb35\/Screenshot+2025-06-24+at+15_15_37.png?expires=1793469600&amp;signature=c0a8fe7ca0dcf96b4f36c25bba93c70f094220a697073a9e9ab1356ee74b57e0&amp;req=dSUvE8F8lIJXXPMW3nq%2BgUqx3SlTLCtaKVVxZZGR7XN5RSQwLrpDNsS%2BfWmz%0A%2FaejSLpoCrBKagWWU9DPxe0mGo8%3D%0A\" width=\"450\" height=\"404\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_535e26a697\">5) Review your recurring expense<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Double-check all entries.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">If everything is correct, click <b>Confirm<\/b>.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585830799\/8384e014a3e10dd23f98c26e9f81\/Screenshot+2025-06-24+at+15_16_21.png?expires=1793469600&amp;signature=a978b07d12d812726adddcee67ea86e6174e49c76fc47e2e8ecf0a9a2cc34563&amp;req=dSUvE8F9nYZWUPMW3nq%2BgQflz7ThtS1tscc6lYvqI%2FzBzAEuDvMcLjocXEkM%0AyHmZRN%2FQurtpfTvXKNh9H8A7vog%3D%0A\" width=\"450\" height=\"272\" style=\"height: auto\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880;border-color: #73737633\">\n<p class=\"intercom-align-center no-margin font-inter\">\u2705 Once saved, a green checkmark appears on the recurring expense icon to confirm it was created successfully. Tap it to view or edit the recurring details.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585831205\/e32bdf9bd10867d35d06fbf6234f\/Screenshot+2025-06-24+at+15_16_27.png?expires=1793469600&amp;signature=1140e0b0110c3d48c282abdfe8d7eae4e12b9420cc8917a393818aacc3086d31&amp;req=dSUvE8F9nINfXPMW3nq%2BgVHOTaWlyeCGJnoK2zn1mjQz8qk3hUFfFM4Aef6r%0AAZRRDcU56ANyDNlKb2bU0zurNts%3D%0A\" width=\"928\" height=\"722\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_ab59edc8db\">6) Save<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Tap <b>Save<\/b> in the bottom right corner to store the recurring expense.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585831546\/b2d93d228da1cb1a1fe1a5ff3b73\/Screenshot+2025-06-24+at+15_14_52.png?expires=1793469600&amp;signature=12e03881e09fa362b2a4487a355bc97b4e332b230b5730539bb88a33cdd202be&amp;req=dSUvE8F9nIRbX%2FMW3nq%2BgVe2YT%2BYijpGfgJV1EdZ9ceA12M0YqBkXLgRCvXq%0ALbQyvJ24%2B63miKcLohdh9NYvwoQ%3D%0A\" width=\"980\" height=\"762\" style=\"height: auto\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_cfae5d5d30\">7) Where can I find my recurring expenses?<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">To view all your recurring expenses, use the <b>filter function<\/b> in the expense overview.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1585832428\/1423178ce651926d2177ede544b9\/Screenshot+2025-06-24+at+15_19_33.png?expires=1793469600&amp;signature=b4eff8912e89bab64f941c2dc648c049cd515176ee50a0df9eec8750a62d1a0c&amp;req=dSUvE8F9n4VdUfMW3nq%2BgWz%2BpxJG3jY7V%2BtixjFyVajHkSQ8zJp62o38hsiy%0AXtD2YOK96Tn8MzXuSzG6IR%2BMKAk%3D%0A\" width=\"1210\" height=\"908\" style=\"height: auto\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880;border-color: #73737633\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83c\udfa5 Would you rather watch it live? In our Accountable Live webinar, we guide you step by step through the web version, from your first entry right through to your tax return. <a href=\"https:\/\/app.livestorm.co\/accountable\/accountable-live-step-by-step-app-walkthrough?s=d7189983-64c5-417a-8adb-c86b987944ae&amp;utm_source=push_in_helpcenterarticle\" target=\"_blank\" class=\"intercom-content-link font-inter\">Register for the Accountable Live webinar<\/a>.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_keytakeaways_en\">Key takeaways<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The <b>Recurring Expenses<\/b> feature automatically creates a new expense entry at the frequency you choose: monthly, quarterly, or yearly.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Typical uses include rent, software subscriptions, insurance, phone and internet bills, and maintenance contracts.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Use the <b>Copy attachment<\/b> option for contracts that do not come with a new invoice each period.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Set an <b>end date<\/b> if the expense has a fixed duration, or leave it open for ongoing costs.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Find all your recurring expenses at any time using the <b>filter function<\/b> in the expense overview.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">Need help? Chat with us or email support@accountable.eu, we&#8217;re happy to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This step-by-step guide explains how to automate recurring expenses in Accountable.<\/p>\n","protected":false},"featured_media":0,"template":"","help_label":[565,571],"class_list":["post-37775","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Add recurring expenses in Accountable - Accountable<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.accountable.eu\/en-be\/help-center\/add-recurring-expenses-in-accountable-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add recurring expenses in Accountable - 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