RECURRING & INSTALLMENTS
Create a schedule for an expense you expect to repeat and keep its future occurrences visible in your forecast.
4 min readBEFORE YOU START
Think about what you expect to pay, how often it repeats and where the payment is expected to come from.
A name that helps you recognize the expense
The expected amount and category
The account or credit card you expect to pay from
The first occurrence date, frequency and optional end date
STEP BY STEP
Open Recurring & Installments and choose Add recurring expense to start creating a new forecast schedule.
Forecast only — schedules do not post transactions or change balances.
Give the schedule a clear name, expected amount and category. You can also add a merchant when it helps identify the expense.
Choose where you expect the expense to be paid from, when the first occurrence should appear and how often it repeats.
This creates a forecast schedule only. It does not create a transaction or change balances.
These details create projected forecast occurrences. They do not post transactions or change your account or credit card balances.
Check the amount, frequency, next occurrence and expected payment source before saving the recurring expense.
WHAT HAPPENS NEXT?
The recurring schedule provides the information needed to represent expected future expenses while keeping those projections separate from completed transaction activity.
Saving the schedule does not deduct AED 350 from the Cashback Credit Card. The occurrences remain projected until handled through the appropriate workflow.
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