Recurring expenses
One rule, and four scopes when you change it.
Rent, a subscription: the expense is described once, Boney derives the occurrences.
Describing the repetition
Frequency — day, week, month, year — and interval: "Every 2 months".
For a monthly repetition, two ways to target the day:
- On day 15
- On the second Tuesday
The second avoids drift on months with different lengths.
Three possible endings: Never, On a date, After a number of repetitions.
The summary reads plainly: "Every 2 months until 2027-06-30".
Expense recurrence settings
public/images/help/depenses/recurrence.pngEditing: four scopes
| Scope | Effect |
|---|---|
| This occurrence only | An exception, the series is untouched |
| This and following occurrences | Cuts the series and continues with the new value |
| This and previous occurrences | Fixes the past, leaves the future alone |
| All occurrences | Rewrites the whole series |
The past is not always meant to be rewritten
A rent increase belongs to "this and following occurrences". "All occurrences" would also rewrite months already paid, and therefore the balances computed on them.
Deletion offers the same scopes.
The sharing type is locked
On a recurring expense, the sharing intent can no longer be changed: "Type cannot be changed on a recurring expense". To change it, stop the series and create another.
Where to see upcoming occurrences
In the budget detail: they feed the upcoming amount and the end-of-period forecast. They do not mix into what is already spent.