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Recurring Expenses automatically track and record expenses that occur on the same day each month, such as subscriptions, rent, utilities, and other predictable charges.

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Overview

Never forget a subscription payment or regular expense again. The Recurring Expenses feature automatically creates transaction entries on the specified day of each month, ensuring your financial records are always complete.
Recurring expenses are processed automatically every time the Dashboard loads, making your financial data always up-to-date.

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How It Works

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Automatic Processing

The system checks for recurring expenses daily:
  1. On Dashboard Load: When you open the Dashboard, the system checks if today matches any recurring expense days
  2. Day Matching: If today’s date matches a configured day (e.g., the 15th), the expense is processed
  3. Transaction Creation: A new transaction entry is automatically created with all configured details
  4. Last Execution Tracking: The system records when each expense was last processed to prevent duplicates
1

System Checks Date

Each day, the system compares the current date with all active recurring expenses
2

Matches Found

When today’s day number matches a recurring expense day, it’s flagged for processing
3

Duplicate Prevention

The system checks the ultima_ejecucion (last execution) date to ensure it hasn’t already been processed today
4

Transaction Created

A new expense transaction is created with:
  • Type: “gasto” (expense)
  • Category, amount, and payment method from the recurring expense
  • Today’s date and time
  • Description indicating it’s from a recurring expense
5

Confirmation

The console logs the number of processed expenses (visible in browser developer tools)

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Managing Recurring Expenses

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Creating a New Recurring Expense

1

Navigate to Page

Click “Gastos Recurrentes” in the main navigation
2

Click Add Button

Click the “Añadir Gasto Recurrente” button at the top
3

Fill Required Fields

Enter the expense details:Required Fields:
  • Nombre: Descriptive name (e.g., “Netflix Premium”)
  • Día de Cobro: Day of month (1-31) when charged
  • Monto: Amount in Mexican Pesos
Optional Fields:
  • Categoría: Select from expense categories (default: Suscripciones)
  • Método de Pago: Cash, Card, or Transfer (default: Tarjeta)
  • Cuenta: Bank account or card name (optional)
4

Set Active Status

Check the “Activo” box to enable automatic processing
5

Save

Click “Crear Gasto” to save

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Editing an Existing Expense

  1. Find the expense in the table
  2. Click the edit icon (pencil) in the Actions column
  3. Modify any fields in the form
  4. Click “Actualizar” to save changes

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Deactivating an Expense

To temporarily stop an expense without deleting it:
  1. Click the edit icon
  2. Uncheck the “Activo” checkbox
  3. Save the changes
Deactivating is better than deleting if you might reactivate the subscription later. Your historical data is preserved.

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Deleting an Expense

  1. Click the delete icon (trash) in the Actions column
  2. Confirm the deletion in the popup dialog
  3. The expense is permanently removed
Deleting a recurring expense does NOT delete the transactions it already created. It only stops future automatic entries.

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Dashboard KPIs

The Recurring Expenses page displays three key metrics:

Total Activos

Sum of all active recurring expenses per month

Gastos Activos

Number of active recurring expenses out of total

Próximo Cobro

Next upcoming charge date based on active expenses

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Expense Table

The table displays all recurring expenses with:

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Columns

  • Nombre: Expense name/description
  • Día Cobro: Day of month when charged
  • Monto: Amount in MXN (displayed in red with minus sign)
  • Categoría: Assigned category
  • Estado: Active or Inactive status badge
  • Cuenta: Associated account/card
  • Acciones: Edit and Delete buttons

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Visual Indicators

  • Active expenses: Full opacity, green “Activo” badge
  • Inactive expenses: Reduced opacity (50%), gray “Inactivo” badge
  • Color coding: All amounts shown in red to indicate outgoing money

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Common Use Cases

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Subscriptions

Streaming Services

Set up Netflix, Spotify, Disney+, etc. with their monthly charge dates

Software & SaaS

Track Adobe Creative Cloud, Microsoft 365, domain renewals, hosting fees

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Regular Bills

Utilities

Electricity, water, gas bills that come on the same day each month

Rent & Mortgage

Monthly housing payments

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Memberships

Gym & Fitness

Gym memberships, fitness class subscriptions

Professional Associations

Professional organization dues, club memberships

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Configuration Details

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Day of Month Logic

The system uses the day number (1-31) for matching:
  • Day 1-28: Works for all months
  • Day 29-31: For months with fewer days, the expense processes on the last day of that month
If you set an expense for day 31, it will process on February 28 (or 29 in leap years), as those months don’t have a 31st day.

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Payment Methods

Three options available:
  • Efectivo: For cash expenses (less common for recurring)
  • Tarjeta: Credit or debit card payments (most common)
  • Transferencia: Bank transfers and automatic ACH payments

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Categories

All expense categories are available:
  • Suscripciones: Default for most recurring expenses
  • Alimentación: Meal subscriptions, food delivery memberships
  • Transporte: Transit passes, car lease payments
  • Vivienda: Rent, mortgage, utilities
  • Salud: Health insurance, gym memberships
  • Entretenimiento: Streaming, gaming subscriptions
  • Educación: Online courses, educational platforms
  • Otros Gastos: Anything not fitting other categories

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Technical Details

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Processing Endpoint

POST /api/gastos-recurrentes/procesar
This endpoint:
  • Fetches all active recurring expenses
  • Checks if today matches the configured day
  • Verifies the expense hasn’t been processed today
  • Creates a transaction entry
  • Updates the ultima_ejecucion timestamp

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Database Fields

Each recurring expense stores:
  • id: Unique identifier
  • nombre: Display name
  • dia_cobro: Day of month (1-31)
  • monto: Amount (decimal)
  • activo: Boolean active status
  • categoria: Category name
  • metodo_pago: Payment method
  • cuenta: Optional account name
  • ultima_ejecucion: Timestamp of last processing

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Best Practices

Regular Review: Review your recurring expenses monthly to:
  • Remove cancelled subscriptions
  • Update amounts if prices changed
  • Add new subscriptions as you sign up
Descriptive Names: Use clear, specific names like “Netflix Premium Plan” instead of just “Netflix” to distinguish between services.
Account Tracking: Fill in the “Cuenta” field to track which card or account is charged, helping with reconciliation.
Important: The system processes recurring expenses based on your local date. If you’re traveling across time zones, be aware the processing happens based on the server’s date.

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Troubleshooting

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Expense Not Processing Automatically

  1. Check Active Status: Ensure the “Activo” checkbox is enabled
  2. Verify Day: Confirm today matches the configured day
  3. Check Last Execution: Look at when it last processed - it won’t process twice in one day
  4. Open Dashboard: Processing happens on Dashboard load, so visit the Dashboard

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Duplicate Entries

If you see duplicate recurring expense entries:
  1. The system should prevent this automatically
  2. Check the ultima_ejecucion date in the database
  3. Contact support if duplicates persist

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Missing Transactions

If an expense should have processed but didn’t:
  1. Verify the recurring expense exists and is active
  2. Check the day of month is correct
  3. Review the Dashboard console logs for processing messages
  4. Manually create the transaction if needed
  • Dashboard - View automatically created transactions
  • Manual Entry - Manually record one-time expenses
  • Reports - Analyze your recurring expense patterns

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