Add a New Expense Entry

The New Expense form serves to record both expenses and income, in addition to tracking mileage. Entries for the same transaction can also be split into multiple categories. See Expenses Overview for more information and view the Community Post article for details about the recent improvements to the Expense form.

From the sidebar navigation, clickBusiness Tools, then Expenses.

Tip: You can use your tab key to quickly move between fields or your arrow key when changing the date in the Date field.

Option 1: Auto-Fill by Payee is not selected (recommended)

1. From the toolbar, clickthen select New Expense.
2. Begin typing to enter the applicable information into the Pay To, Number, and Date fields.
3. From the New Expense form, begin typing to drill down and choose a Category, then use your tab key to enter information in the Memo field and tab again to enter the Amount.*
4. Tab again and select the(to create another new expense) or SAVE to save and close.
5. Alternatively, if the expense entry needs to be split into more than one category, tab again to selectSPLIT , then add the Category, Memo, and Amount for the additional categories needed.

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Option 2: Auto-Fill by Payee is selected

When entering a new expense for a payee previously used, if the Auto-Fill by Payee is enabled, a copy of the last entry will populate for informational purposes only. You can then change or remove any unnecessary information which will not affect the previously added entry.

1. From the toolbar, clickthen select New Expense.
2. Begin typing to enter the applicable information into the Pay To field. When you have Auto-Fill by Payee selected and have previously used the payee entered, a copy of the previous expense information will automatically be added to each field.
3. You can use your tab key to quickly navigate the fields and make necessary changes to the information for the new expense entry. If the expense entry needs to be split into more than one category, tab again to selectSPLIT then add the Category, Memo, and Amount for the additional categories needed.
4. When finished, select the(to create another new expense) or SAVE to save and close.

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* For Canadian users, enter or change the GST field as well.

Additional Information:

• Create, Edit, or Delete Recurring Expenses
• To create a new category, see Expense Categories. 
• indicates a recurring expense, andindicates a split expense.