Expenses
Add and edit expenses
Add expenses yourself, edit or delete them, and find any expense with search, filters and sorting.
Add an expense yourself
- On a computer: click Add Expense. A new row opens at the top of your list. Fill it in, then click Save All. Use Add Another to add several at once.
- On a phone: tap +, then Add manually, fill in the card and tap Save.
Fill in the merchant, amount, currency, date, category and a short description. The amount must be more than zero, and the date can be today or earlier.
On Pro and Scale, Quick Add is faster: type or say what you spent.
Edit an expense
Click the pencil icon (Edit expense) on a row, change any field, then click Save All. While editing, you can also change the order of expenses on the same date by dragging them.
Delete expenses
- One expense: click the trash icon and confirm with Delete expense.
- Several at once: tick the rows, or, on a computer, the box at the top of the list to select every row on the current page, then click Delete. Only rows on the page you see are selected: when you change page or filters, ticks on rows you can no longer see are cleared.
Deleting an expense also deletes its receipt file, and can't be undone.
Find expenses
| Tool | What it does |
|---|---|
| Search | Finds text in the merchant or description |
| Category filter | Shows one or more categories |
| Filters | Date range, amount range, currency, and whether an expense has a document |
| Column headers | Click to sort by merchant, category, description, date, date added or amount. Click again to reverse |
At the bottom of the list, choose how many expenses to show per page: 10, 20, 50 or 100.