Track expenses and receipts
Log business spending with merchant, category, tax, and an optional receipt photo — totals feed into reports.
The Expenses tab helps you capture costs as they happen so monthly reports stay accurate.
1. Add an expense
- Open Expenses.
- Tap + to create a new expense.
- Enter merchant, category, date, total, and optional tax.
- Attach a photo of the receipt if you have one (camera or gallery — stored securely for your records).
2. Keep categories consistent
Use clear categories (travel, software, supplies, and so on) so reports and tax time are easier. Reuse the same names rather than inventing new ones each time.
3. How expenses connect to reports
Expense totals roll into your monthly and annual reports alongside invoice revenue, paid amounts, outstanding balances, tax collected, and discounts.
Server-side aggregates update as you add or change expenses — pull to refresh if you need the latest charts.
Tips
- Capture receipts the same day so photos stay sharp and details are fresh.
- Review expenses before month-end so reports match your bank activity.