How to add an expense

• Matching Payments: You can match a payment on your credit card or a payment on the general account directly with an expense account

• Transaction Rules: You can set up automated rules to categorize and log recurring bank feed transactions.

• Manual Entry: You can manually create a new expense record from scratch.

This page covers the manual entry method. To manually add an expense, follow these quick steps:

1. Navigate to Accounting and select Accounts Payable
2. Click on the Expenses tab
3. Click + Add Expense in the top right corner of your screen
4. Fill in the required expense details
5. Click save