Creating an Expense

You can record a new expense in just a few steps. Each entry captures the amount, category, date, and an optional description and receipt photo.

Step-by-Step Guide

1. Open the sidebar menu and go to Expenses.
2. Press the Add Expense button.
3. Fill in the expense details (see fields below).
4. Press Save to record the expense.

Your new expense appears in the expense list immediately.

Expense Fields

Entering the Amount

Enter the exact amount you spent. Use the number keypad or type the value directly. The currency matches your store's configured currency.

Selecting a Category

Choose the category that best matches the expense. Categories help you organize and filter expenses later. If none of the existing categories fit, you can select Other or create a custom category in your settings.

Adding a Description

The description field is optional but helpful. Use it to note what the expense was for. Keep descriptions short and specific. For example, "Paper bags for takeout orders" is more useful than "Supplies."

Attaching a Receipt Photo

You can attach a photo of your receipt for record-keeping.

1. Press the Attach Receipt button.
2. Take a photo or choose an image from your device.
3. The receipt image saves with the expense entry.

Attaching receipts helps you keep proof of purchases. This is useful for accounting and tax purposes.

Setting the Date

The date defaults to today. You can change it to record an expense from a previous date. This is useful when logging expenses after the fact.

Tips

• Record expenses promptly. Log expenses as they happen to avoid forgetting.
• Be specific in descriptions. Clear notes save time when reviewing later.
• Always attach receipts. Digital receipts are easier to find than paper ones.
• Double-check the amount. Make sure the number matches your receipt.

Related Guides

• Expense Tracking Overview
• Managing Expenses