ClarityNOW

Creating a Recurring Expense

Set up expenses that automatically repeat each month.

Overview

Recurring expenses in ClarityNOW automatically generate each month, saving you from manual re-entry of regular payments like subscriptions, rent, or software fees.

Steps

  1. Log in to your ClarityNOW portal
  2. Click Portal Dashboard
  3. Navigate to Financials
  4. Click New to create an expense
  5. Fill in the expense details as usual
  6. Before submitting, you'll see the Recurring toggle
    • Select Yes to make it recurring
    • The expense will automatically generate on the same day each month

Example

If you set the initial entry date as March 15th, the expense will automatically generate on the 15th of every following month in your expenses.

Important

  • Recurring expenses appear in your P&L and Budget Model automatically
  • You can edit or delete individual recurring entries without affecting future ones
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