How to Manage Expenses
The Expenses page gives you a complete view of all business expenses, helping you track spending and maintain accurate financial records.
Viewing Expenses
Navigate to Expenses in the sidebar. The page shows total spending, categorized breakdowns, and a list of all expenses.
Filtering and Searching
Use the search bar and filters to find specific expenses:
- Filter by date range to see spending in a specific period.
- Filter by category (Software, Travel, Marketing, etc.).
- Filter by client to see client-related expenses.
- Search by title or description.
Editing Expenses
Click on an expense to view details, then click "Edit" to update the amount, category, or other fields.
Deleting Expenses
Click "Delete" to remove an expense. Deleted expenses are soft-deleted and no longer appear in reports.
💡 Tip:
Link expenses to clients and projects for accurate profit calculations. The Reports feature can show profit margins per client or project.