Add expenses
You can add expense transactions to help you keep track of the expenses you pay in the course of business.
Note: You cannot change expense transactions once you save the information. You must delete the expense and enter the transaction again.
- In the Transactions screen,
click New Transaction, and then click Expense.
To open the Transaction screen, click Transactions in the navigation panel.
For more information, see Transactions.
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Enter the information.
- Date field: Defaults to the date you add the expense, deposit, or transfer.
- Category field: Classifies your transactions. If you do not enter a category, the application assigns Uncategorized to the expense.
- Click Upload Receipt if you want to attach a receipt to the transaction.
- Click Save & New to make another entry, or click Save & Close to close the screen.