Recurring payments page

This article explains how to use the Prop Firm Trading → Recurring Payments page to track subscriptions and repeating expenses, forecast monthly costs, and manage active, paused, or expired items.

Recurring Payments help you understand ongoing costs and keep accurate projections across Overview and Calendar.

How It Works

Recurring Payments Overview

The Recurring Payments page lets you record expenses that repeat over time. Items can be active, paused, or expired, and each state affects projections differently.

Adding or Editing a Recurring Payment

Step 1 – Open Recurring Payments

From the sidebar, navigate to:
Prop Firm Trading → Recurring Payments

Step 2 – Add or Edit an Item

Click + Add Recurring Payment or Edit on an existing item.

Step 3 – Fill Required Fields

• Amount (required)

• Expense Type:

  • Subscription

  • Software / Tools

  • Education / Course

  • Equipment / Hardware

  • Other

• Company (required)

• Frequency (Weekly / Monthly / Quarterly / Yearly)

• Billing Date (next charge date)

• Description (required)

Optional fields:

• Has end date? (automatically stops the item)

• Paused since (shown when editing paused items)

Step 4 – Save and Manage Status

After saving, you can:

• Pause / Resume an item (keeps history but stops forecasts)

• Cancel an item (sets an end date)

• Delete an item (removes it entirely)

Using Recurring Payments

Step 1 – Review Status Tabs

View items by status:

• Active

• Paused

• Expired

Each tab shows a count so you know what’s currently running.

Step 2 – Check Summary Cards

At the top of the page, summary cards display:

• Average monthly cost projection (next 12 months)

• Active subscription count

• Next payment (amount and date)

Step 3 – Calendar Integration

Recurring payments:

• Appear on the Calendar on their billing dates

• Feed monthly projections and cost metrics automatically

Important Notes

• Read-only mode (when your subscription fails) disables adding, editing, pausing, canceling, and deleting

• Weekly, quarterly, and yearly items are annualized into the average monthly projection

• Paused items retain history and can be resumed at any time

Troubleshooting

Next Payment Date Looks Incorrect

• Check the selected Frequency

• Verify the Billing Date

• Confirm the item isn’t paused or ended earlier than expected

Item Missing from Calendar

• Ensure Frequency and Billing Date are set

• Confirm the item isn’t paused or expired for that month

Related Articles

• Calendar page

• Hall of Fame page