Recording expenses and receipts

The Expenses menu holds all money going out, with category and payment method.

Adding an expense

1. Open Expenses.
2. Click Add Expense.
3. Fill in Date, Amount, Description, Category, and Method. Notes can stay empty.
4. (Optional, Personal plan and above) In the Proof section, click Upload file to attach a receipt.
5. Click Add.

Attaching a receipt to an existing expense

Click the paperclip icon in the Actions column of the row, then choose:

• Take photo with the rear camera (shown on phones and tablets), or
• Upload file for JPG, PNG, WebP, or PDF.

Photos from the camera are shrunk automatically in the browser so they fit the 5 MB limit.

Tips

• Use consistent descriptions (“Fuel”, not sometimes “filled up the tank”), so items are easy to search and group.
• If you often record the same thing, create a Category Rule in Planning so the category fills in by itself.