Hi,
Well it took a while, but we’re happy to announce the release of recurring expenses in CalCal!
It’s only available on the web app at present, from v2.2.2. We will be adding a help article with instructions soon, here: https://calcal.uk/help/webapp/entries/recurring-costs/
The basic steps are:
- In daily entries, add an expense
- Add a supplier to your expense. This will show the “Recurring” toggle button.
- Select the number and period (every 1 day, 1 month, 2 months, etc.)
- Save your expense. You should see the expense added as ‘unpaid’ in future months.
- You’ll have to mark the expense as paid each month – if you’re using our bank import feature, this is as simple as dragging the bank transaction to the matching expense.
Hi,
There isn’t a way to add recurring costs at the moment, but if it’s an important feature to you we’ll certainly look at adding it
Would you want these to be expenses that ‘need paying’? Ie. CalCal would regularly put them in against a supplier, and unpaid; then you simply mark when you’ve paid the bill?
Or would it be easier just to add an entry exactly as you want it, and tell CalCal to repeat that?
Hi Support thank you for your reply. The sort of thing I am talking about are Mobile phone, web site fees and most things that are paid by direct debit or standing order. So I would set them up as a supplier where I would put the monthly amount, which would need to be edited should the cost change. Once again thank you for your reply.
Hi,
There isn’t a way to add recurring costs at the moment, but if it’s an important feature to you we’ll certainly look at adding it
Would you want these to be expenses that ‘need paying’? Ie. CalCal would regularly put them in against a supplier, and unpaid; then you simply mark when you’ve paid the bill?
Or would it be easier just to add an entry exactly as you want it, and tell CalCal to repeat that?
Hi Support thank you for your reply. The sort of thing I am talking about are Mobile phone, web site fees and most things that are paid by direct debit or standing order. So I would set them up as a supplier where I would put the monthly amount, which would need to be edited should the cost change. Once again thank you for your reply.