Using Recurex
Expenses
Create, filter, bulk-edit, and manage all your expenses.
The expenses page (/expenses) is the full list view with filtering, pagination, and bulk actions.
Filters
Query parameters (also available in the filter UI):
| Filter | Values |
|---|---|
| Type | personal, business |
| Status | active, paused, planned, cancelled |
| Recurrence | one_time, weekly, monthly, quarterly, yearly |
| Currency | Any ISO code in your data |
| Variability | Variable vs fixed |
| Search | Text match on title, notes, vendor |
Results are paginated (50 per page), sorted by monthly equivalent descending.
Creating expenses
Click Add expense or use dashboard templates. Key options:
- Variable bill — enable for usage-based costs; set base fee and usage allowance
- Reminders — toggle on and set days-before (0–60, default 3)
- Attachments — upload receipts/images (max 10 MB; images compressed)
- Project — link to an existing project and optional group label
Status workflow
| Status | Burn impact |
|---|---|
active | Counts toward burn |
paused | Excluded temporarily |
cancelled | Excluded permanently |
planned | Draft — excluded from burn |
Bulk actions
Select rows to bulk-change status, category, type, or delete. You can also move expenses to another workspace (strips project link).
Variable actuals
For variable expenses, open Actuals on a row to log monthly charges. If a provider is connected, use Sync now to pull the latest billing period.
Supported providers: Vercel, OpenAI, Anthropic, Apify. See Provider Sync.
Provider connection
From the actuals modal, owners/admins can connect a billing provider to auto-fill actuals each month. The expense currency must match the provider (USD for all current providers).