Repeat and duplicate expenses¶

Subscriptions and tuition come every month. Repeat on a log row creates the whole series in one click.

1. On Submissions, log the first instance normally (or find an existing one).
2. Click Repeat on its row. The Repeat expense panel opens with the first new date already set to the period after the latest logged copy of that same vendor, line and description.
3. Choose how often — monthly, every two months, quarterly, weekly, every two weeks, yearly — and until when: end of the school year, today, or a date you pick.
4. Adjust any row's date or amount. Months that already have this expense logged are unticked so you don't double-log. (An expense with several items keeps each item's price in every copy, so its amount can't be changed here: edit the copies afterwards if a price changed.)
5. Add entries.

Each copy records which entry it was repeated from. If you later group the log by vendor and form line (the toggle above the table), a series shows as one summary row with the count, date range, total and status counts; Set all to… changes the status of the whole visible series, and Repeat there continues from the latest one.

Duplicating an entry¶

Sometimes you want a copy rather than a series: the same purchase for another student (an expense is for one student, so one bought for two is two expenses), a second invoice whose date you don't have yet, or the same vendor with a different description. Choose Just duplicate under Repeat until: the panel shows one copy of the entry as it is, date included even if it's still blank. Change the date, amount, student or What was it on the row, click Add another copy for more, then Add entries.

An imported entry that lists several students is flagged in the log and under Needs details on the Overview with a Duplicate per student button: it opens this mode with one copy per extra student, and after the copies are added the original keeps its first student.