Expenses

The Expenses page lists everything you've paid out, in one place: expenses you entered, payments against bills, and spending posted from your bank feed.

The page

1. 1Search filters the list as you type.
2. 2New expense opens a blank expense (see Recording an expense).
3. 3More options: print or export the list, and choose columns, page size and row height.
4. 4All vendors: one vendor's spending only.
5. 5All Types: Expense (entered here, paid on the spot), Bill payment (a payment against a bill) or Bank feed (posted from an account's register).
6. 6The date filter sets the range. It starts at This year.
7. 7Type: which of the three it is.
8. 8Paid From: the bank or card account the money left.
9. 9The row's ⋮ menu opens the transaction: View expense, View bill for a bill payment, or View in register for a bank feed item.

Date, Payee, Expense Account, Memo and Total fill in the rest. Click a row to open it.

Recording an expense

New expense is for something already paid, such as a card purchase or a check you wrote. For something you'll pay later, enter a bill instead. Spending that came in through the bank feed doesn't need entering again: post it from the account's register.

1. 1Payment date: when it was paid.
2. 2Payee (optional): the vendor, or anyone else you paid.
3. 3Payment account: the bank or card account it came out of.
4. 4Expense Category: the account each line posts to, such as Office Supplies. Each line also takes a Description and an Amount.
5. 5Add line item adds a line, to split one payment across categories.
6. 6Paste from Excel pastes many lines at once, copied from a spreadsheet.
7. 7Attachments: Attach a file keeps the receipt with the expense.
8. 8Create saves it.

Below the lines are the Discount, Sales tax, Total and a Memo, as on an invoice.