Recurring Expenses
Recurring Expenses
Recurring expenses let you model bills, subscriptions, and regular income that repeat on a schedule. Ledgr generates entries automatically — you set it once and forget it.
Creating a Recurring Item
- Tap + Add → Add Expense / Income on the Home tab
- Fill in the amount, type, category, and other details
- Toggle Recurring on
- Choose a frequency and configure the schedule
- Tap Save
Frequency Options
| Frequency | Description |
|---|---|
| Daily | Repeats every N days |
| Weekly | Repeats on selected days of the week |
| Biweekly | Repeats every 2 weeks |
| Twice Monthly | Generates on the 15th and last day of every month |
| Monthly | Repeats every N months on the same day |
| Yearly | Repeats every N years on the same date |
Interval
For Daily, Weekly, Monthly, and Yearly frequencies you can set an interval (1–30). For example:
- Monthly, interval 3 = every quarter
- Weekly, interval 2 = every two weeks (same as Biweekly)
End Date
Leave End Date blank for an indefinite recurring item. Set a date to stop generation automatically after that date.
Managing Recurring Items
Generated occurrences appear in your transaction list like any other entry. They are marked with a repeat icon (⟳).
Deleting a Recurring Entry
Swipe right on any recurring transaction. You will be asked:
| Option | What it does |
|---|---|
| Delete this occurrence only | Removes just this one entry. Future entries continue as normal |
| Delete this & future occurrences | Removes this entry and all future ones. Past entries remain |
| Delete all occurrences | Removes every entry in this series, past and future |
Pausing & Resuming
To temporarily stop a recurring series without deleting it:
- Go to Settings → (future: Recurring tab) — or edit the recurring item directly
- Toggle the series to Paused
Paused series stop generating new occurrences. Resume at any time to continue from where you left off.
Common Use Cases
| Use Case | Suggested Setup |
|---|---|
| Monthly rent | Monthly, interval 1, Housing & Utilities |
| Weekly groceries | Weekly, every Saturday, Food & Dining |
| Bi-weekly salary | Biweekly, Income |
| Netflix subscription | Monthly, interval 1, Entertainment |
| Annual insurance | Yearly, interval 1, Healthcare |
| Credit card payments (twice/month) | Twice Monthly, Housing & Utilities |