Can I record recurring adjustments, for example on a monthly basis?

This article explains how to record recurring adjustments in ExpensePlus.

Yes, it is possible to record recurring adjustments on a monthly basis. This applies to both income Category Transfers and Expenditure Category Transfers. You can also copy a category transfer manually.

Monthly recurring category transfers

If you want to set up a monthly repeating category transfer, this can be done when creating the initial category transfer. Within the Category Transfers screen, select either 'Add Income Category Transfer' or 'Add Expenditure Category Transfer' depending on which you want to create.

In the pop up, select the checkbox titled 'Recurring Monthly Transfer?' and as well as the category transfer being created on the date selected, a transfer will also be created on the same day of all subsequent months within the financial year.

Copy a category transfer

It is also possible to manually copy an adjustment, for scenarios where you want to repeat a category transfer on a different regularity (e.g. as a one-off or on a quarterly basis).

Within the Category Transfers screen, in the Income Category Transfers or Expenditure Category Transfers table, click on the 'Copy into next month' button on the right-hand side of the adjustment. 

The pop-up will auto-populate with the identical details from the original adjustment, purely adjusting the date by one calendar month forward. You can amend this date as you wish.

To help you better understand the Adjustments module as a whole, please visit the module overview page here.