Help › Bookkeeping

Set up a recurring bill

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For an expense that repeats (rent, a subscription, an insurance payment) save it as a template so you don't re-type it:

  1. Go to Ledger › Expenses › Recurring and click Add recurring expense.
  2. Set the title, amount, category, frequency (Weekly, Biweekly, Monthly, Quarterly, Annually), and the Next run date.
  3. When it's due, click Run now on the template to book that period's entry (confirm with Book it).

Talisk posts the expense and moves the Next run date forward. You can Pause or Resume a template, and deleting one removes the template only: it doesn't reverse anything already booked.

Note that recurring bills don't post automatically: the Next run date is a reminder, and you book each period yourself with Run now.

Good to know: A recurring bill does not post on its own: despite the Next run date, nothing is booked until you click Run now, so treat it as a saved template plus a reminder. "Monthly" advances by 30 days, so run dates drift over the year.

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