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Expenses

Manually Add Expenses

Last updated About 1 year ago

To manually add an expense

  1. Tap the "Transactions" tab

  2. Tap “Add Transaction”

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  1. Tap "Expense"

  2. Select a vendor or add a new one

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  1. Select a category. Existing vendors will automatically select their last used category

  1. Enter the total amount

  2. Tap "Save"

  3. Input any note or receipt images

  4. Tap “Save” on the bottom right corner

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  1. Open the web app

  2. Click on “Transactions”

  3. Click on “Add transaction”

  1. Drag and drop the receipts you want to add

  2. You can also edit the transaction fields as desired

  3. Click on “Save Expense”


To edit an expense

  1. Tap the "Transactions" tab

  2. Tap the desired expense

  3. Tap any field for quick editing

  4. Tap "Save"

  1. Open the web app

  2. Click on “Transactions”

  3. Click on the transaction you want to edit

  4. Edit your transaction as desired