Expense tracker (Pro)

The Expenses screen (/expenses) tracks business costs, links them to clients, and attaches receipts, a Pro-only feature.

Stats across the top: this month, this year, billable-and-unbilled total, and estimated VAT reclaimable.

Logging an expense

1. Go to Expenses in the sidebar and click + New expense (circled above).
2. Fill in the description, amount, category, and date. Optionally link it to a client (useful for billable expenses) and attach a receipt image or PDF.
3. Save.

The table shows date, description, category, amount, client, and a link to the attached receipt. Use the search field to find a specific expense.

Exporting expenses

Click Export (top right) to download your expenses as a file, handy for handing off to an accountant, or cross-check the same data in the Tax Summary report, which breaks expenses down by category.

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