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Contents
- Adding an Expense
- Adding Multiple Expenses
- Modifying an Expense
- Deleting Expenses
- Grouping Expenses in Expense Sheets
Adding an Expense
- Click the 'Expense Register' link in the left navbar.
- Click the 'Add' button.
- The 'Add Expense' form is displayed. Enter the expense information and click Save.
See below for a brief explanation of the fields.
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Field Name
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Description
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Required?
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Expense Sheet
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Adding a name here, helps you to combine expenses in logical groups.
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No
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Date
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Enter the date of the expense in 'mm/dd/yyyy' format.
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Yes
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Type
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Enter a Type or select a Type from the pop up. Click the '?' icon to see the list of Types.
For example, Food, Utilities, Entertainment, etc.
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Yes
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Subtype
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Enter a Subtype or select a Subtype from the pop up. Click the '?' icon to see the list of Subtypes.
Subtype says a bit more about the expense, in addition to the Type.
For example, Lunch, Movies, etc.
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No
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Payment Method
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Select a Payment Method from the drop down.
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No
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Description
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Enter a brief Description.
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No
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Amount
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Enter the Amount here.
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Yes
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Modifying an Expense
- Click the 'Expense Register' link in the left navbar.
- Click the Type hyperlink to open the expense.
- The expense is displayed in the 'Edit Expense' form. Modify the expense information and click Save.
Deleting Expenses
- Click the 'Expense Register' link in the left navbar.
- Select the expenses to be deleted by checking it.
- Click the 'Delete' button at the top of the Expense List.
Deleted expenses are moved into a temporary Trash can. These are deleted permanently periodically.
Grouping Expenses in Expense Sheets
Expenses can be grouped in logical Expense Sheets by entering the Expense Sheet name while
adding or editing an expense. Expenses are saved in the specified Expense Sheet. If the
Expense Sheet does not exist, a new Expense Sheet is created and the expenses are saved in it.
Expenses can be moved into an Expense Sheet by checking the expenses and selecting the
Expense Sheet from the 'Move To' drop down box above the expense list. To create a new Expense Sheet
while moving the selected expenses, select 'Create New' from the 'Move To' drop down box. Enter
the new Expense Sheet name and click 'Create' to move the selected expenses into the new Expense Sheet.
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