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Finances

How to create an expense

Record vendor, amount, related job, category, date, and description before saving an expense.

Updated

For: Owner, Admin

Before you start

  • Confirm you are in Finances before comparing amounts.
  • Use period filters only when you need to review another month.
  • Do not press Save, Export CSV, or Send when you are only reviewing information.

1. Open the form

  1. Go to Finances.
  2. Click Add expense.
  3. Confirm you are creating the expense in the right period.
Add expense form with vendor, amount, job, category, date, and description

2. Complete the fields

  1. Enter the vendor, for example Home Depot or Lowe's.
  2. Add the amount and date.
  3. Choose a related job only if the expense belongs to a specific job.

3. Classify and review

  1. Choose a category such as Materials & Supplies, Gas, Tools, or Subcontractors.
  2. Add a clear description when the expense needs context.
  3. Press Save only after reviewing the details.

Statuses and options you may see

No job associated

Means: The expense stays general and is not assigned to a job.

Next step: Use it for rent, phone, advertising, or other general costs.

Select category

Means: No category has been chosen yet.

Next step: Choose a category when you want cleaner reports.

Save

Means: Creates the expense with the form details.

Next step: Use it only after amount and date are correct.

Cancel

Means: Leaves without creating the expense.

Next step: Use it when you were reviewing or are missing information.