Record a store expense

Record what it costs to run the shop (rent, utilities, wages, subscriptions) so your profit reports show the real picture. Purchase orders are added as expenses automatically.

#Steps

1. Go to Expenses and click New Expense.
2. Choose a Category ①, e.g. Rent.
3. Enter the Amount and Date ②.
4. Add a Description, e.g. October shop rent.
5. Under Payment Info, enter the Vendor and Payment Method (Cash or Card).
6. Add any Notes, then check the Summary on the right.
7. Click Add Expense ③.

#Review your expenses

The Expenses page shows the total for the selected dates, this month's total and purchase-order expenses. Click New Expense ① to add another. Each expense appears in the list ② with its date, category, vendor, payment method and amount.

Filter by date range, type (Manual Only or Purchase Orders) and category.

#Good to know

• Add or rename categories in Settings → Advanced → Expense Categories.
• Expense rules are in Settings → Advanced → Expense Settings.