Article

    Creating an Expense

    1 min read
    Last updated 4 hours ago

    1. Go to Budget.

    Click on Budget

    2. Click on Add Transaction.

    Click on Add Transaction

    3. Type Expense name.

    Type Expense name

    4. Enter Purchase date.

    Click on Purchase date

    5. Click on Cycle.

    Click on Cycle

    6. Select the Goal.

    Click on Goal

    7. Enter expense amount.

    Step 7

    8. Select whether event is associated with an event (Yes/No).

    Select whether event is associated with an event (Yes/No) 
    ℹ️ If an expense item is associated with an event, click Yes, and then select from the Event dropdown which event it corresponds with.

    9. Click on Category.

    Click on Category

    10. Type Expense description.

    Type Expense description

    11. Upload a copy of the receipt.

    Click on Upload receipt

    12. Click on Create Expense.

    Click on Create Expense