A practical walkthrough
Record an expense clearly
Keep the amount, date, currency and purpose together so you can review expenses later.
English guide reviewed . Button wording can vary by app language and version.
Before you begin
Use the original receipt when available. Decide whether this is an expense or a payment against an existing supplier debt.
Follow these steps
Add a transaction
Open the transaction entry screen and choose Expense.
Describe the spending
Enter a positive amount, check the currency and date, and add a short description that identifies the purchase or service.
Review and save
Review the selected type and any treasury account before saving. Check that the entry appears in the transaction list.
Review a period
Use transaction filters to review the relevant period and compare it with your receipts.
A worked example
A shop cleaning purchase should carry its receipt date and a clear note. Paying an already recorded supplier balance is a payment, not a second copy of the same expense.
Avoid common mistakes
- Separate personal spending from business spending in your records.
- Check for an existing entry before adding a missing-looking expense.