How to Create an Expense
Track business expenses to monitor spending, calculate profit margins, and generate financial reports.
Step 1: Navigate to Expenses
Click "Expenses" in the sidebar, then click "New Expense".
Step 2: Fill in Expense Details
- Title (required) — What the expense is for (e.g., "Software License", "Office Supplies").
- Amount (required) — The cost.
- Date — When the expense occurred.
- Category — Categorize for reporting (e.g., Software, Travel, Marketing).
- Client (optional) — Link to a client if billable.
- Project (optional) — Associate with a project.
- Notes — Additional context or details.
- Receipt — Upload a receipt image or document.
Step 3: Save
Click "Create Expense". The expense is logged and reflected in your financial reports.
💡 Tip:
For expenses that happen regularly, set up recurring expenses to log them automatically.