The Recurring Expenses
sheet that you already have is a sheet that looks at your past transactions and tries to let you know which ones of those it believes is recurring. Basically, that sheet allows you to identify what recurring expenses you currently have in your budget. But it cannot tell you anything about when those expenses will be due in the future.
My sheet is used to look into the future to let you know the next time a recurring expense will be due. With my sheet, you do have to set up your recurring expenses. One line per expense, and set the frequency the expense occurs on. Then, my solution will generate the future dates of when that expense needs to be paid based off of the frequency and start date. If you set an expense for weekly starting today (a Tuesday), it will generate a due date for every Tuesday. Set it to bi-weekly, and it will generate a date for every other Tuesday. Set it to monthly, and it will generate a date for the 25th of each month, etc…
When used with my Upcoming Expenses dashboard that you expressed interest in, the solution allows you to see what all recurring expenses are due by the next time you are set to receive a paycheck. I highly recommend giving it a try.
The sheet you already have installed is a great companion to my sheet. You can use that sheet to identify recurring expenses that you can then enter into my sheet. But they serve two completely different functions.
If you would like to give it a try: My sheet is called Recurring Expense Entry
, so you shouldn’t come across any naming problems. Please let me know if you have any more questions!