Automate Recurring Expenses
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Automate Recurring Expenses

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[1]- Setup


Step #1

Create a list of recurring monthly expenses
Recurring Expenses
0
Button
Concept
Total
1
Add this expense
Expenses 1
$100.00
2
Add this expense
Expense 2
$200.00
3
Add this expense
Expense 3
$150.00
There are no rows in this table
The “Add this expense” button uses the following formula to add the data from .thisrow to the table in
Expenses.AddRow(Expenses.Concept, thisRow.Concept,Expenses.Total,thisRow.Total)

Step #2

Select the periodicity to add the recurring expenses, in this case every first Monday of the month.
First Monday of Month:
[  ]

Step #3

Create a button to push “All button” in Recurring Expenses table.
Add all recurring expenses

Step #4

Create a time-based automation:
Step 1- Time based, every monday.
Step 2- If Step1.Result = First Monday of Month
Step 3 - Then push “Add all recurring expenses” button.

Step #5

Every expenses in the “Recurring Expenses” Table will be added to

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