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How do I add a recurring receipt?

If you’ve got a category with a receipt amount that occurs monthly on the same date (like a mortgage payment or utility bill), you can set up a recurring receipt in PearBudget to automatically create this receipt every month, so you don’t have to enter it yourself. Here’s how!

First, go to either the “Plan Your Budget” or the “Review Your Spending” page and find the category you’d like to add the receipt for.  Click on the name of the category and a little window like this will show up:

Then, click on the bottom of the pop up, where it says “Recurring Receipts.”  That will make the pop-up window slightly larger, as shown.

Finally, just choose the date and amount of the receipt, and click on the button that says “Create This Recurring Receipt.”  From then on, PearBudget will automatically make a receipt for you on that day for that amount in that category!

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