Recurring expenses

Rent, software, subscriptions: add a recurring expense once, and Traackly logs every charge on schedule. Recurring expenses are included on Pro and Scale.

Add a recurring expense

1. Open Recurring in the sidebar and click Add Rule.
2. Fill in the merchant, amount and currency, and optionally a description and category.
3. Choose how often it repeats: Weekly, Bi-weekly, Monthly or Yearly.
4. Set the Start Date, and optionally an End Date.
5. Click Save Rule.

When expenses are created

Traackly checks your recurring expenses every day at 03:00 UTC and adds each charge that is due, dated on its due date.

• If the start date is in the past, charges before today are not added.
• A monthly expense on the 29th, 30th or 31st is added on the last day of shorter months.
• After the end date, the rule stops by itself.

Pause, edit or delete

Each recurring expense has buttons to edit, pause and delete it. A paused rule shows Paused and adds nothing. When you resume it, it continues from the next due date, without adding the charges you missed.

Deleting a rule never deletes the expenses it already created.

Limits

The limit counts all your workspaces together.

If you change plan

• Moving to Starter: your recurring rules are deleted. When the 7-day Pro trial ends without an upgrade, they are paused instead and kept for a period, with no new expenses created, so upgrading brings them back; after that they are deleted. Expenses they already created stay. Traackly warns you before a plan change and emails you before the trial ends.
• Late payment: rules wait, and catch up once the payment goes through.