Feature

Your expenses, projected intelligently.

Recurring or one-shot, fixed or variable. The engine applies the right projection: exact amount for subscriptions, rolling average for expenses that fluctuate month-to-month.

Day-to-day use cases

  • Track all your pro subscriptions (SaaS, hosting, bank, accountant) in one place
  • Anticipate quarterly/annual supplier payments in your projected treasury
  • Identify obsolete expenses (subscription paid for 3 years without use)
  • Estimate next month on volatile expenses (fuel, business meals)

How it works

  1. 1
    You categorize each expense: subscription (SUBSCRIPTION), recurring (RECURRING), one-time (ONE_TIME), variable (VARIABLE).
  2. 2
    For variables, the engine computes a rolling average over N past months (3 by default) for projection.
  3. 3
    You set the frequency (monthly, quarterly, semi-annual, annual) and billing day.
  4. 4
    Deductible VAT flagged per expense — the engine computes the recoverable portion in the VAT declaration.

Details that make the difference

Necessity level: MANDATORY, OPERATIONAL, OPTIONAL, INVESTMENT. Useful when looking for cuts in lean periods.

Variable projection: rolling-average configurable per expense (3, 6, 12 months or disabled).

Soft-delete: a deleted expense is recoverable, its historical entries stay available.

Rebilling link: a pro expense can be marked as rebillable to a client (cf. Rebillings feature).

Frequently asked questions

How do I handle an expense that changes every month (fuel, meals)?

You set type VARIABLE with a rolling-average window. The engine averages the last N months (3 by default). The projection auto-adjusts when you add a new month.

Does a future one-off expense count?

Yes. Create it as ONE_TIME with its expected date. It appears in the treasury projection at the right month — you know if the month is going to be tight before approving it.

What if I delete an expense by mistake?

Soft-delete by default. You can restore it for 30 days, with its full monthly history intact.