Recurring Expenses
Recurring expenses automate the transactions you log every week, month, or year. Set up a template once and Retrospend generates the expense for you on schedule.
How It Works
You create a recurring template with an amount, currency, category, frequency, and start date. The sidecar service checks every 15 minutes for templates that are due. When one is due, it generates an expense and advances the nextDueDate to the next occurrence.
Frequencies
Weekly
Repeats every 7 days from the start date. Good for weekly groceries or gym sessions.
Monthly
Repeats on the same day each month. The go-to for subscriptions and bills.
Yearly
Repeats once a year. Use it for annual renewals, insurance premiums, or memberships.
Creating a Template
Required fields:
- Name: what the expense is (e.g. "Netflix", "Rent").
- Amount: the recurring cost.
- Currency: which currency the expense is in.
- Category: for budget and analytics grouping.
- Frequency: weekly, monthly, or yearly.
- Start date: when the first expense should be generated.
Optional fields:
- Website URL: link to the service or provider.
- Auto-pay toggle: mark whether this is automatically charged.
- Notes: any extra context you want to remember.
Start date tip
Views
Two views are available on the recurring page:
Calendar View
A month grid showing which days have recurring expenses due. Each entry is color-coded by category so you can see at a glance what's coming up.
List View
A sortable table of all templates. Shows name, amount, frequency, next due date, and status. Use this when you need to quickly scan or edit your recurring expenses.
Stats
The recurring page shows two summary stats: total monthly cost of all active templates, and projected annual cost. These update automatically as you add, pause, or remove templates.
Pausing
Pausing a template