Managing Expenses
After you record expenses, you can view, filter, edit, and delete them at any time. The expense list gives you a clear view of all your business spending.
Viewing the Expense List
- Open the sidebar menu and go to Expenses.
- You see a list of all recorded expenses, sorted by date (newest first).
Each entry shows the amount, category, date, and description. Press any expense to view its full details, including any attached receipt.
Filtering Expenses
Filters are always visible at the top of the Expenses page — no dialog required. They apply in real time as you make selections.
Filter Controls
| Control | Description |
|---|---|
| Search bar | Type to search expenses by description or keyword |
| Status tabs | Filter by expense status (All, Pending, Approved, Rejected, etc.) |
| Date range | Select a preset period or a custom start and end date |
How to Apply Filters
- Open the Expenses page from the sidebar.
- Use the search bar to find expenses by keyword.
- Tap a status tab to filter by status.
- Select a date range to narrow results to a specific period.
- The list updates instantly as you change any filter.
To clear all active filters, tap Clear Filters — this button appears next to the status tabs whenever a filter is active.
Editing an Expense
You can update any expense entry if you need to correct a mistake or add more detail.
- Find the expense in the list and press it to open.
- Press the Edit button.
- Update the fields you want to change (amount, category, date, description, or receipt).
- Press Save.
Changes apply immediately. The expense list reflects the updated information.
Deleting an Expense
You can remove an expense entry that was recorded by mistake or is no longer needed.
- Find the expense in the list and press it to open.
- Press the Delete button.
- Confirm the deletion.
Deleted expenses are removed permanently. This action cannot be undone. Make sure you want to delete the entry before confirming.
Reviewing Expense Totals
At the top of the Expenses page, you can see a summary of your total spending. This summary updates based on your active filters. Use it to quickly check how much you spent in a given time period or category.
Tips
- Review expenses weekly. Regular reviews help you catch errors early.
- Use date filters for monthly reports. Filter by month to see spending trends.
- Check categories for accuracy. Make sure each expense is in the right category.
- Keep receipts attached. If you forgot to attach a receipt, edit the expense to add it later.