Expenses

Record money going out — the primary way to log spend.

What is the Expenses screen?

Expenses is a filtered view of All Transaction showing only debit (money-out) records, with its own Add Expense form — the primary way to record spending.

Why does this matter?

This is where day-to-day spend gets entered, whether it's a one-off purchase or a recurring bill, in whatever currency it was actually paid in.

When would I use this?

• Recording a purchase, bill, or payment to a vendor
• Recording an expense in a foreign currency
• Attaching a receipt or invoice to a transaction

Before you start

You need access to the Expenses screen under Finance → Inex. Have the Vendor, Source, and Category ready (or use the inline “+ Add new vendor/source” links on the form).

How to add a new expense

1. Open Expenses

   Go to Finance → Inex → Expenses.

2. Click Add Expense

   Click + Add Expense.

3. Enter the amount and currency

   Enter the Amount and pick its Currency, plus a Transaction Date and Transaction ID.

4. Choose vendor, source, category, and project

   Select an existing Vendor and Source (or create new ones inline), then a Category and Project. Toggle Calculate Tax, Tax Included in Amount, Asset, or Self Transaction if they apply.

5. Attach files and save

   Optionally attach up to 5 supporting files (jpg, jpeg, png, gif, webp, pdf — 10 MB each), then click Create expense.

The expense table

Each row shows V.No, Date, Transaction ID, Vendor, Source, Category, Project, Amount (in your base currency), Original Amount, and Currency.

Recovering a removed record

Use View Trash at the top of the page to find and restore a record that was removed.

Example

Common problems

FAQs

Related guides