How To Add A New Expense
If you wish to track expenses by category, please read How To Create An Expense Category first, if you have not already created one.
Open Add Expense Dashboard
To enter a new Expense, click Add New Expense button on the Expense dashboard actions sidebar. This will open the Add Expense dashboard.
Enter Expense Details
Enter the expense Description, Cost, and any Notes or Tags you want to use for the expense.
If you are tracking expenses by category, click the Expense category drop-down selector and choose 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 underscores (
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:
Seefor 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.
Last reviewed: November 2023