Create, Edit or Delete a Recurring Expense

Expenses (or income entries) that repeat at the same interval each time (either monthly or annually) can be added as a Recurring Expense in Boulevard.

From the main toolbar, select  Expenses (or from the Business Tools menu, select Expenses).

Create a New Recurring Expense

1. From the Expense toolbar, click   located to the right of the  button and select Recurring Expense from the drop-down options listed.
2. Enter a meaningful name in the Description field for the recurring expense (this can be the name of the Payee).
3. Select a date from the Next Occurrence drop-down calendar (and if applicable, select a date from the End Date drop-down calendar).
4. Under the Expense section, fill in the Pay to, Memo, and Check # (if a credit card is used, we suggest specifying which card).
5. Under the Recurrence section from the Repeat drop-down, select how often the expense should recur either Monthly by Date or Annually.
6. If Monthly by Date was selected, under the Every drop-down, select from one of the options listed.
7. Under the on the drop-down, select the specific date the expense will occur on.
8. Under the Transactions section, select the applicable expense Category, then the Amount (and optionally Memo field).
9. If a recurring expense needs to be split among multiple categories, repeat the previous step until finished, then click  OK  to accept and close the form.

Edit, delete or move a future recurring expense

1. From the lower left-hand area of the expense form, select
     Recurring.
2. Right-click on the desired expense, then choose either Edit, Delete, or Move To (which moves the recurring expense to a new Next Occurrence date).

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Additional Info:

• When creating a new recurring expense, if a past date is entered in the Next Occurrence field, all applicable entries through the End Date (or the current date if left blank), will be added.
• For recurring expenses to populate, your Boulevard program and/or expense screen must be closed regularly.
• When a recurring or split expense transaction has been posted, the line entry will be marked with the following images to indicate a split  or recurring expense. Hovering over the image will display additional information.
• To delete or edit individual recurring transactions that have already been added, see Add or Delete an Expense Entry or Find and Edit an Expense Entry.
• Detailed Expense Listing
• Expense Reports