Article

    Creating an Expense

    1 min read
    Last updated 2 weeks ago

    1. In the left-side pane under Groups, select the group for which you want to add the transaction. The Add Transaction button is inactive until a group is selected.

    2. Go to Budget.

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    3. Click on Add Transaction.

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    4. Type Expense name.

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    5. Enter Purchase date.

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    6. Click on Cycle.

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    7. Select the Goal.

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    8. Enter expense amount.

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    9. 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.

    10. Click on Category.

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    11. Type Expense description.

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    12. Upload a copy of the receipt.

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    13. Click on Create Expense.

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