Managing Expenses
The expenses list gives you a complete view of all your business expenses with powerful filtering and sorting.
Expense List
The expense list shows a table on desktop and cards on mobile. Columns include Date, Description, Category, Vendor, Job, and Amount.
Filtering
Use the filters at the top of the expense list to narrow your results:
- Category — filter by Materials, Labor, Equipment, Subcontractor, or Other
- Date Range — set start and end dates to narrow results
- Search — search by description, vendor, or job name
Sorting
Click any column header to sort. Click again to reverse the order. You can sort by date, description, category, vendor, job, or amount.
Pagination
Expenses are shown 20 per page. Use the pagination controls at the bottom to navigate between pages.
Viewing an Expense
Click any expense to see the full detail page with all fields, notes, and receipts.
Editing
On the expense detail page, click Edit to modify any field. Make your changes and click Save to update the expense.
Deleting
On the expense detail page, click Delete. A confirmation dialog appears before the expense is permanently removed.
Bulk Delete
To delete multiple expenses at once:
- Select expenses using the checkboxes on the left.
- Click Delete in the action bar that appears.
- Confirm the deletion.
CSV Export
Click Export on the expense list page to download a CSV file. The export respects your current filters — if you’re filtering by a specific category or date range, only those expenses are included.
Related
- Adding Expenses — create a new expense
- Receipts — upload receipt images and PDFs
- Expense Reports — view summaries, breakdowns, and trends