📖 About

Track recurring bills and obligations — insurance, utilities, council rates, and more. Unlike Subscriptions (which are auto-renewing), Ongoings track items that you actively renew each period, such as annual insurance policies. Each ongoing keeps its full history of renewals so you can compare suppliers and costs over time.

➕ Adding an Ongoing

Tap + Add ongoing and enter the name, billing period, and optionally a supplier, category, tags, notes, and document links. Then add the first entry with the supplier, amount, due date, and coverage dates.

📝 Entries

Each renewal is a separate entry with:

• Supplier — who you're paying
• Amount — cost for this period, with sales tax input (inclusive/exclusive toggle + tax rate)
• Due date — when payment is due
• Coverage period — from/to dates covered
• State — Estimate, Purchased, or Cancelled

Add a new entry each time you renew to build a complete history.

🚦 Entry States

• Estimate — a planned renewal, amount not confirmed
• Purchased — confirmed and paid
• Cancelled — decided not to renew

Only active states (Purchased) contribute to the monthly cost total. Manage custom states via ⋮ → Manage entry states.

🔗 Linked Expenses

The Linked expenses tab on the detail screen connects an ongoing to the expense entries that represent its payments:

• Add expense line — create one expense for a chosen due date
• Link existing expense — attach an expense you already recorded
• Generate future expenses… — create one expense per upcoming due date until a chosen date, marked with the Estimate status

Each history entry can also be tied to its own expense — use Link expense on an entry card to attach one directly to that renewal.

📏 Aligning Expenses

After amounts or dates change, ⋮ → Align expenses… updates, creates, or removes generated estimate expenses so they match the current schedule. The app also offers to align automatically after you save an entry.

🎯 Default Expense & Budget

On the ongoing form you can set a default expense file, budget file, and budget item, so generated and linked expenses land in the right place without prompting each time.

🏦 Account Transactions

Bank payments are linked from the Accounts module: open the transaction and add an Ongoing allocation — or let an import rule do it automatically.

📎 Documents

Attach Google Drive links to any ongoing or individual entry — e.g. a policy PDF or renewal confirmation. Tap the document chip to open it in Drive.

💱 Currency

Each entry records the currency it was billed in; linking to an expense file in another currency prompts for a conversion. See Multi-currency.

🤝 Shared Files

Tap ⋮ → Add shared file and paste a Google Sheets URL to view an ongoing file someone else created. Read-only files are labelled.