Adding Expenses

How to create a new expense with category, amount, vendor, and job.

How to Add an Expense

1. Go to Expenses in the sidebar and click Add Expense.
2. Select a Date (defaults to today).
3. Choose a Category (required) — Materials, Labor, Equipment, Subcontractor, or Other.
4. Enter a Description (required) — what the expense is for, e.g., “Mulch delivery”.
5. Enter the Amount (required) — the dollar amount you paid.
6. Optionally enter the Vendor — who you paid, e.g., “Home Depot”.
7. Optionally link a Job — select from your active jobs, or leave as no job for a general business expense.
8. Optionally add Notes — any additional details for your records.
9. Click Create Expense.

Tips

• Link expenses to jobs to track job profitability. Unlinked expenses count as general business costs.
• After creating an expense, you can upload receipts from the expense detail page.
• Use the vendor field consistently (e.g., always “Home Depot” not sometimes “HD”) to make filtering easier.

Related

• Managing Expenses — view, filter, edit, and delete expenses
• Receipts — upload receipt images and PDFs
• Job Profitability — see how expenses affect job profit margins