How to add an expense transaction

If you haven't connected your bank account to automatically import your transactions, you can manually add income and expense transactions as they occur. Here's how to add an expense transaction.

How to add an expense transaction:

  1. Click Accounting Transactions.
  2. Click Add Expense at the top of the page. Your new expense entry will appear at the top of the page. 
  3. Enter details for:
    1. Date
    2. Description
    3. Amount (the after tax amount for the transaction)
    4. Category
    5. Account
  4. Click Show details to enter in more details, if you wish.  
    1. Vendor: Click the arrow next to the field and start typing in a vendor name or select from the drop-down menu.
    2. Currency: Click the arrow next to the field and start typing in a currency or select from the drop-down menu.
    3. Taxes: Type in a tax name or click the pen icon next to the field to select Tax override.
  5. Click Close details and the expense entry will appear completed in your list.
  1. Click Accounting Transactions.
  2. Click on Add Expense on the top of the page.
      1. Description
      2. Date
      3. Account
      4. Amount (the after tax amount for the transaction)
      5. Deposit or Withdrawal
      6. CategoryClick within any of the following fields of the income entry to enter in details for:
  3. Add tax, if applicable.
  4. Click Save and Add Another or the down arrow on the right to simply Save.