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 on Add Expense on the top of the page. Click within any of the following fields of the expense entry to enter in details for: 
      1. Description
      2. Date
      3. Account
      4. Amount (the after tax amount for the transaction)
      5. Deposit or Withdrawal
      6. Category
  3. Add tax, if applicable.
  4. Click Save.
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