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Expense Tracking
Record, categorize, and analyze every expense across all your accounts.
5 videos
1
Adding a new expense
Record an expense by selecting the account, category, supplier, amount, and date.
Watch Video
2:30
Step 1
2
Managing expense groups
Create and organize expense categories and subcategories for better tracking.
Watch Video
2:00
Step 2
3
Filtering and searching expenses
Use filters to find expenses by date, category, supplier, or amount range.
Watch Video
2:15
Step 3
4
Exporting expense data
Export your expenses to CSV or PDF for accounting and tax purposes.
Watch Video
1:45
Step 4
5
Attaching receipts
Upload receipt images or documents and attach them to expense entries.
Watch Video
1:30
Step 5