Recurring expenses are monthly costs that span a date range. Use them for subscriptions, rent, salaries, and any other expense that repeats monthly.

What is a recurring expense?

A recurring expense records an ongoing monthly cost with:

• Label -- a description (e.g., "HubSpot subscription", "Office rent")
• Monthly amount -- the cost per month
• Start date -- when this expense begins
• End date -- when this expense ends (optional -- leave blank for ongoing expenses)
• Category -- one of the 14 expense categories
• Linked user -- optionally link this expense to a team member as their salary

Viewing recurring expenses

Navigate to Expenses > Recurring to see all monthly expenses.

Adding a recurring expense

1. Navigate to Expenses > Recurring
2. Click Create
3. Fill in:
   • Label -- describe the recurring cost
   • Monthly amount -- the cost per month
   • Start date -- when the expense starts
   • End date -- when it ends (leave blank if ongoing)
   • Category -- select the appropriate category
   • Salary user -- optionally link to a team member (see below)
4. Save

Salary tracking

Recurring expenses can be linked to a specific team member to track their salary:

• Select a user in the salary field when creating or editing the expense
• The expense then appears in the Team expenses view for that person
• This makes it easy to see total compensation per team member

See Team Expenses for the per-user view.

Proration

Limitlytics automatically prorates recurring expenses based on the actual days of overlap with any given period. This means:

• If an expense starts mid-month, only the applicable portion is counted for that month
• If an expense ends mid-month, the same logic applies
• For full months, the complete monthly amount is used

This ensures your Financial Dashboard shows accurate expense data regardless of when expenses start or end.

Active vs. ended expenses

• Active -- the start date is in the past and the end date is either blank (ongoing) or in the future
• Ended -- the end date has passed

Both active and ended expenses appear in the list. Ended expenses are still included in dashboard calculations for the periods they were active.

Editing and deleting

• Edit -- update the label, amount, dates, category, or linked user
• Delete -- remove the expense entirely

Tip: If an expense changes in amount (e.g., a subscription price increase), you have two options: edit the existing expense and change the amount (simple but loses history), or end the current expense and create a new one at the new amount (preserves history).