Record expenses

1. Create a manual expense

• In the left hand menu, select the + New tab.
• Then select Expense from the options.

2. Payee and Payment details

• In Payee field, select the vendor or Add new
• In the Payment account field, select the account you used to pay for the expense.
• In the Payment date field, enter the date for the expense.
• In the Payment method field, select how you paid for the expense. This is optional.
• For detailed tracking, enter a Ref number. This is optional.
• In the Tags field, enter the preferred label to categorise your money.

3. Expense details

• In the Category details section, enter the expense info.
• Select the Category field, and using the drop down menu select the category or account you want to use to track the expense transaction.
• Enter a Description.
• Enter the Amount and VAT.
• When finished, select Save and close.

Note: You can also enter notes in the Memo field and even add Attachments like a receipt.