How to add an expense

Use Add Expense when money leaves the business for a cost such as stock, transport, rent, wages, airtime, utilities, repairs, permits, fees, marketing, or other spending.

Steps

• Open Expenses from the bottom navigation.
• Tap Add Expense.
• Enter the Amount in KSh.
• Choose the account the money came from: Cash, M-PESA, or Bank/Card.
• Leave the time as now, or tap Edit time if the expense happened earlier.
• Choose a category.
• Add a note if you want to explain the expense.
• Attach a receipt if you have one.
• Tap Save.

What an expense affects

• It increases your expense total.
• It reduces profit.
• It reduces the selected account balance.
• It appears in reports.
• It affects the Dashboard and daily reconciliation.

Useful tips

• Record expenses as soon as possible so daily totals stay accurate.
• Choose the correct account carefully.
• Use categories consistently so reports are easier to understand.
• Attach receipts for important expenses.
• Use notes when the category alone is not enough.