Expense Tracking

Overview

Record and categorize business expenses to get a complete picture of profitability. Attach receipts, set expense categories, and reconcile against bank transactions.

Step-by-Step Guide

1

Add Expense

Go to Expenses → New or use the Quick Add button on the dashboard.

2

Enter Details

Fill in amount, date, category, payment method, and description. Upload a photo of the receipt.

3

Categorize

Select from default categories (Rent, Utilities, Salaries, Marketing) or create custom ones. Categories feed directly into your P&L report.

4

Reimbursements

Mark expenses as billable to a client or reimbursable to an employee. Link to the corresponding invoice or payroll entry.

5

Review Reports

Go to Expenses → Reports to view spending by category, month, or project.

Tips & Best Practices

Tip: Use the mobile app to snap receipt photos immediately — don't let paper receipts pile up.
Tip: Set monthly budgets per category to get alerts when you're overspending.