To set up a recurring payment (for example, a rent payment or cell phone bill), go into the mobile app and do the following:
1. If the receipt isn’t uploaded, please upload and save it to a folder.
2. Once saved, navigate to the receipt and open the receipt details screen (this is where the receipt image is at the top, and the details are below).
3. Scroll to the bottom
4. Tap “Recurring”
5. On the “Recurring Payment” screen, toggle on the button next to “Recurring Payment”
6. Select frequency and end date, if needed
7. Tap back to the receipt details screen, and you’ll see it set up as recurring expense