Skip to main content

Record an expense

Track your spending by adding receipts and bills to the app. Your expenses feed into your statistics. If you don't see Expenses in the menu, your app may not include this feature.

Create the expense

  • In the main menu, tap Expenses

  • If you don't see Expenses in the main menu, tap More and then select Expenses

  • Tap the + icon

Add the details

  • Enter a description, category and amount

  • Enter a vendor - as you type, matching names appear from your client list

  • Adjust the tax and date if you need to

Note: new vendors are saved to your client list and count towards your client total. The app doesn't have a separate vendor section.

Attach the receipt

  • Tap Take photo to photograph the receipt, or Add photo to select one from your gallery

  • Tap Save

Check the scan

  • The receipt appears in greyscale, which makes the text easier to read

  • You can rotate the image, or switch it back to full colour

  • Tap Next

Note: the app reads the date and amount from your receipt automatically. Check both before you save to make sure the details are correct.

Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

Did this answer your question?