Add New Expense
If you wish to track expenses by category, you should create the expense category first.
To enter an expense, click Add New Expense on the Expense Dashboard.
All examples taken from a demonstration event.
The Add Expense dashboard appears.
Enter a Description and Cost for the expense, as well as any Notes or Tags you want to use for the expense. If you are tracking expenses by category, click the Expense category box and select a category from the drop-down menu or type in a new category you want to use for the expense.
Tags should only use letters, numbers, hyphens (
-), and underscore (
_) characters. Entering a tag using a comma or space will create a tag using the characters before the comma or space and start another tag using the characters entered after the comma or space.
Although a tag cannot have spaces, you can use an underscore
_ or a hyphen
- to create a "separation" between multiple words in a tag, for example:
See ∞ Tags for more information.
Click Add Expense to save the expense details.
The Expense you just added will be listed under Recently Added Expenses list at the bottom Add Expense dashboard.
Reviewed: March 2023