Boney
Expenses

Create and edit a recurring expense

Rent, a subscription — enter the expense once and Boney brings it back on every due date.

The video plays from YouTube.

A recurring expense comes back on its own at regular intervals: rent every month, insurance every year. You enter it once, and Boney adds it on every planned date.

Making an expense recurring

  1. In the expense window, tap Recurrence, which shows "One-time" by default.
  2. Choose the rhythm: Day, Week, Month or Year.
  3. Set the interval next to Every: 2 for every other month, for example.
  4. For a monthly rhythm, choose under Repeat on a fixed day (On day 14) or a weekday (On the second Wednesday).
  5. Under Ends, choose Never, On date or After count.
  6. Tap Done, then save the expense.
Recurrence setting of an expense: Month rhythm, every 2 months, repeat on day 14, ends on a date, June 30, 2027Recurrence setting of an expense: Month rhythm, every 2 months, repeat on day 14, ends on a date, June 30, 2027

The Recurrence row then sums up your choice, for example "Every 2 months · on day 14 until June 30, 2027". To stop repeating, choose Never instead of a rhythm.

Editing a recurring expense

When you save a change, Boney asks which repetitions to change.

Example: your home internet costs $34.99 on the 18th of every month, and goes up to $39.99 in October. You open October's, change the amount, then choose:

  • Only this repetition: only October goes to $39.99. November and the following months stay at $34.99.
  • This repetition and later ones: October and every later month go to $39.99. September and the months before keep $34.99.
  • All repetitions: every month goes to $39.99, past months included.
Apply changes menu after raising October's home internet to $39.99: All repetitions, Only this repetition, This repetition and later onesApply changes menu after raising October's home internet to $39.99: All repetitions, Only this repetition, This repetition and later ones

Earlier one-off changes are replaced

With All repetitions or This repetition and later ones, the repetitions involved that you had already changed one by one take the new value.

A series cut in two

In the example, This repetition and later ones cuts the series into two parts: up to September at $34.99, from October at $39.99. The two parts are now independent: whatever you change or delete later only affects the part of the repetition you opened.

Boney reminds you in the menu: "This series has been changed into several parts. Your changes will apply only to this part." The choices become All repetitions in this part and This repetition and the following ones in this part.

Apply changes menu on a series already cut in two: the reminder that changes apply only to this part, then All repetitions in this part, Only this repetition, This repetition and the following ones in this partApply changes menu on a series already cut in two: the reminder that changes apply only to this part, then All repetitions in this part, Only this repetition, This repetition and the following ones in this part

If you choose This repetition and later ones on the very first repetition, nothing is cut: the whole series changes.

Deleting repetitions

Deletion offers the same three choices. To stop a subscription in November, open November's repetition, tap Delete, then choose This repetition and later ones: past months stay.

Good to know

  • On a recurring expense that is already saved, Paid by can no longer be changed. To change the payer, delete the upcoming repetitions and create a new recurring expense.
  • Upcoming repetitions appear, faded, in the Activity tab and count in the upcoming amount. "7 / 12" means the seventh repetition out of twelve, "3 / ∞" a series with no end.
  • Recurring incomes work the same way: see how to record an income.

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