Track the business

Track expenses and receipts

Log business spending and keep receipts with the expense record.

3 min

Expenses page with category totals and expense rows

How it works

Expenses help you keep a lightweight record of business spending. They can be categorized for review and reporting.

Steps

1
Open Expenses, then choose New expense.
2
Enter the merchant, date, amount, and category.
3
Attach a receipt when you have one.
4
Link the expense to a client when it belongs to a specific job.
5
Use the expense list and reports to review spending over time.

Good to know

Receipt uploads count toward your storage limit.
Expenses are for tracking business records, not filing taxes for you.
Use consistent categories so reports stay useful.