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".

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 JPEG, PNG, WebP, or PDF up to 10 MB. On a phone, you can choose an existing file or use the camera when your browser offers that option.

Receipt attachments are available for one time expenses. They are not stored in recovered form drafts or added to recurring expense schedules.

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.