GuidesTransactions

Set up recurring expenses

Recurring expenses are fixed costs that repeat on a schedule — subscriptions, rent, insurance, gym memberships. Set them up once and Moniepot tracks them automatically.

Create a recurring expense

  1. 1Go to SettingsAutomation, or click Add transactionRecurring expense.
  2. 2Click New recurring expense.
  3. 3Fill in the description, amount, budget, category, frequency, and start date.
  4. 4Click Save.

Frequency options

FrequencyHow it works
WeeklyEvery 7 days from the start date
Bi-weeklyEvery 14 days from the start date
MonthlySame day each month (e.g. the 1st)
CustomSet a specific interval in days

View upcoming recurring expenses

The Dashboard shows a Recurring expenses widget listing upcoming scheduled transactions and their next due dates. You can also see all recurring expenses under SettingsAutomation.

Edit or pause a recurring expense

  1. 1Go to SettingsAutomation.
  2. 2Click Edit to change the amount, category, frequency, or description.
  3. 3Toggle the Active switch to pause temporarily.
  4. 4Click Delete to stop it permanently.

Pausing keeps the configuration so you can reactivate it later.