How to set up a repeating expense

Van insurance, accounting software, a workshop rental, anything you pay on a fixed cycle. Set it up once as repeating and Trame logs each new occurrence for you, so you're not re-entering the same cost every month.

Set up the repeating expense

1. Go to Expenses and select Add Expense.
2. Fill in the expense as normal, description, date, amount, category.
3. Turn on Repeating expense.
4. Choose Monthly or Yearly.
5. Save the expense.

This first entry is dated today, or whichever date you set. Trame logs the next one automatically when it falls due, each new occurrence carries the same description, amount, category, job and supplier as the original.

On the expenses list, a repeating expense shows a small monthly or yearly tag next to its description so you can tell it apart from a one-off cost.

Change or stop the schedule

To change the amount, category or frequency, or to stop it altogether, open the original expense, the one carrying the monthly or yearly tag, not one of the occurrences it has generated.

1. Open that expense.
2. To change the amount or category, edit the fields and save.
3. To change how often it repeats, pick a different period under Repeating expense.
4. To stop it, turn Repeating expense off and save. Occurrences already logged stay on your record.

Frequently asked

What if I change the amount partway through the year?

Edit the original expense to the new amount. Occurrences already logged keep their old amount, only future ones pick up the change.

Can I make mileage repeat?

No. Repeating applies to expenses entered manually or by scanning a receipt, not to logged mileage.