Article

    Creating an Expense

    1 min read
    Last updated 1 hour ago

    1. Go to Budget.

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    2. Click on Add Transaction.

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    3. Type Expense name.

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    4. Enter Purchase date.

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    5. Click on Cycle.

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    6. Select the Goal.

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    7. Enter expense amount.

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

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    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.

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    10. Type Expense description.

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    11. Upload a copy of the receipt.

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    12. Click on Create Expense.

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