Any income or expense can be marked recurring — at creation or later via inline edit. myClerkBook then tracks when the next instance is due and surfaces it before it arrives.
Intervals
| Interval | Example |
|---|
| Weekly | A weekly retainer |
| Monthly | Rent, most subscriptions |
| Yearly | An annual domain renewal |
| Custom | Any number of days — e.g. 90 for quarterly, 14 for fortnightly |
Next due date
Each recurring transaction tracks a next occurrence date. A dedicated Upcoming section on your dashboard lists everything due in the next 30 days, sorted by date, so nothing sneaks up on you.
The next due date is advanced automatically by myClerkBook’s daily process — never by editing a transaction. This keeps recurring schedules accurate and free of timezone drift.
Pausing without losing history
Toggle a recurring transaction to inactive to pause it without deleting it. It shows as Cancelled in the UI, and its historical cost is preserved — so your past totals and reports stay accurate even after you stop a subscription.
Trials become recurring
A trial you’re tracking can convert to a recurring expense inline once it goes paid. The trial’s end date becomes the first due date of the new recurring expense — no re-entry required.
Reminders
You’ll get an email 3 days and 1 day before each recurring expense is due, and the same advance notice before a trial ends. Premium users can also receive these via SMS and WhatsApp. See Notifications. 
