If you have regular payments being automatically deducted from your account you can add them here. Add a recurring payment like a normal expense here. You can edit a recurring payment by clicking on it and updating in the fields.
TIP: Most client’s find that by checking their recurring expenses regularly and cancelling any that they no longer need or that don’t align with their goals, they find ways to reduce their spending dramatically! DON’T SET AND FORGET!
| Budget | Description | Amount | Frequency | Start Date | Next Date | End Date | Edit/Delete |
|---|---|---|---|---|---|---|---|
Budget[[item.budget]] | Description[[item.description]] | Amount[[item.formattedValue]] | Frequency[[formatFrequency(item.frequency)]] | Start Date[[formatDateDMmYyyy(item.startDate, item.modifiedAt)]] | Next Date[[formatNextDateDMmYyyy(item.futureExpenses.0, item.modifiedAt)]] | End Date[[formatDateDMmYyyy(item.endDate, item.modifiedAt)]] | Edit/Delete |
| Name | January | February | March | April | May | June | July | August | September | October | November | December |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Budget[[item.budget]] | January{{formatNumberAsCurrency(item.monthTotals.0, item.modifiedAt)}} | February{{formatNumberAsCurrency(item.monthTotals.1, item.modifiedAt)}} | March{{formatNumberAsCurrency(item.monthTotals.2, item.modifiedAt)}} | April{{formatNumberAsCurrency(item.monthTotals.3, item.modifiedAt)}} | May{{formatNumberAsCurrency(item.monthTotals.4, item.modifiedAt)}} | June{{formatNumberAsCurrency(item.monthTotals.5, item.modifiedAt)}} | July{{formatNumberAsCurrency(item.monthTotals.6, item.modifiedAt)}} | August{{formatNumberAsCurrency(item.monthTotals.7, item.modifiedAt)}} | September{{formatNumberAsCurrency(item.monthTotals.8, item.modifiedAt)}} | October{{formatNumberAsCurrency(item.monthTotals.9, item.modifiedAt)}} | November{{formatNumberAsCurrency(item.monthTotals.10, item.modifiedAt)}} | December{{formatNumberAsCurrency(item.monthTotals.11, item.modifiedAt)}} |
| Monthly Totals | January{{formatNumberAsCurrency(currentYearTotals.0)}} | February{{formatNumberAsCurrency(currentYearTotals.1)}} | March{{formatNumberAsCurrency(currentYearTotals.2)}} | April{{formatNumberAsCurrency(currentYearTotals.3)}} | May{{formatNumberAsCurrency(currentYearTotals.4)}} | June{{formatNumberAsCurrency(currentYearTotals.5)}} | July{{formatNumberAsCurrency(currentYearTotals.6)}} | August{{formatNumberAsCurrency(currentYearTotals.7)}} | September{{formatNumberAsCurrency(currentYearTotals.8)}} | October{{formatNumberAsCurrency(currentYearTotals.9)}} | November{{formatNumberAsCurrency(currentYearTotals.10)}} | December{{formatNumberAsCurrency(currentYearTotals.11)}} |
| Budget | Description | Total |
|---|---|---|
| [[item.budget]] | [[item.description]] | {{calculateItemYearlyTotal(item.monthTotals)}} |
| Total | {{calculateGrandTotal(recurringExpenseMonthTotals)}} |