Find and Edit or Delete an Expense Entry

Find an Expense Entry

1. From the sidebar navigation, clickBusiness Tools, then Expenses.
2. To locate entries previously added, from the toolbar, click then select Filter.
3. From the Date Range drop-down, select Custom to enter a specific date range (or choose from one of the quick pick options). Use the other filter options to filter based on the Payee, Amount, Check #, Category, and Exclude Units.

Edit a Single Expense Entry

1. After locating the entry, double-click to open the expense (or select the checkbox next to the entry and from the toolbar selectand choose Edit Expense).
2. Make any necessary changes, then click  SAVE.

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Edit the Category for Multiple Entries Simultaneously

1. Select the checkbox next to each entry, then from the toolbar click, and select Change Category.
2. From the Change Category pop-up, select a new category from the options in the drop-down list, then click .
3. Click YES to confirm the changes.

See Change the Category for Multiple Expense Entries for more information.

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Delete an Expense Entry

1. After locating the entry, select the checkbox next to the entry to be deleted, then from the Expenses toolbar click .
2. Click YES to confirm the deletion.

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Additional Information:

• Expenses Overview