Add your first expense

Add your first expense

When you want to add a new expense, click the "Add expense" button next to the search bar.

You can choose between adding a new expense or an expense group.

When you choose to add a new expense, a new window will appear. This is where you select the title of your expense, the amount, currency, and date. Adding a new currency is part of the Administration section. Next, you can attach files or images or take a photo if your device has a camera available. When choosing this option, the software will adjust your photo automatically so the receipt is legible.

After filling out the information, click "Save" in the upper-right corner.

The new expense is now saved in the expense category.

If you choose the "new expense group" option, you can select the group's name and add multiple expenses simultaneously. The number next to the expense group on the list indicates the number of expenses in the group.

Expense management

Clicking on the expense will open the expense creation window, where you can edit the expense or attach more files.

After changing any information, the edit will be saved automatically.

Above the title of the expense, you can find four icons. These are:

• Star: Add a star to expenses to tag them as important or differentiate them. You can remove the star at any time. Archive: When you archive an expense, it is moved to the "Archive" section. There, you can revisit the expense at any time.
• Delete: The expense will be moved into the "Trash" section, where you can revisit it anytime. You may retrieve expenses from the trash for up to 30 days, after which it will be permanently deleted.
• Download: You can download the expense as a PDF.

In the upper right corner, you can find two more icons. These are: * Print: You can print the expense if a printer is available. * Share: You can share the expense to your email or someone else.

All these actions can also be done directly from the expense menu, where you can choose and perform these actions on multiple expenses at once. Click the checkbox next to the expense to select it, or click the checkbox above the expense list to select all expenses.