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How to Set Up a Recurring Receipt

Want to automate your routine expenses? With Foreceipt, you can schedule receipts to be generated on a recurring basis—perfect for regular bills like rent, subscriptions, or insurance.

Watch the quick video tutorial (around 2 minutes)


What Is a Recurring Receipt?

A recurring receipt is a scheduled instruction that automatically creates receipts at preset intervals. For example:

  • Set up a $80 monthly home insurance expense from Jan 1, 2018 to Dec 31, 2018.

    • On save (assuming it’s January 1 or later), Foreceipt generates the first $80 expense.

    • On February 1 and again on March 1, monthly entries are created automatically.

Once active, these recurring entries appear in both the web and mobile versions of Foreceipt.


How to Set It Up

  1. Log in on the Web Portal
    Open foreceipt.com (recurring receipts can only be created or updated via the web)

  2. Add a New Receipt
    Click “+ New Receipt” and fill in the amount, category, merchant, and dates as needed.

  3. Enable Recurrence
    In the receipt form, check the “Recurring Expense” box to schedule the receipt to repeat.

  4. Set Dates and Schedule
    Define:

    • Start Date — when the first recurring entry should appear.

    • End Date — when to stop generating automatic entries.
      (If today is on or after the start date, the first auto-entry will appear immediately.)

  5. Save Your Settings
    Once saved, Foreceipt will generate the first entry (if applicable) and continue to create receipts at each interval you specified.

  6. View and Manage Recurring Receipts
    Go to the Recurring Receipts page to see all active series. From here, you can:

    • View or edit schedule details. If the start date is in the past, you cannot change, please simply delete it and create a new one. 

    • Pause or delete recurring instructions



Why Use Recurring Receipts?

  • Convenience: Say goodbye to repetitive manual entry for regular expenses.

  • Consistency: Ensure every repeating expense is captured, even when unnoticed.

  • Synchronization: Automatically aligns entries across both mobile and web platforms.


Quick Reference Table

TaskWhat to Do
AccessLog into the web portal at foreceipt.com
CreateAdd a new receipt and check “Recurring Expense”
ScheduleSet start and end dates for auto-generation
View/ManageVisit Recurring Receipts page to edit, pause, or delete schedules
BenefitAutomate routine entries and maintain consistency across devices

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