Tracking expenses
Record what your business spends, project recurring costs and run monthly payroll, so the Revenue page can show real profit.
Add an expense
- Open Expenses and click Add expense.
- Choose a category, enter the amount, date and location, and describe it. Add the vendor and a receipt link if you want them on record.
- For rent, subscriptions or insurance, tick recurring and choose a frequency: weekly, monthly, quarterly or yearly, with an optional end date.
- Save.
Categories
Salaries & payroll, rent & facilities, utilities, marketing & ads, software & subscriptions, equipment & tools, inventory & supplies, maintenance & repairs, taxes & fees, and other.
Recurring expenses
A recurring expense is projected automatically into future reporting windows, so this month's rent shows up in next month's profit estimate without re-entering it. The In range column tells you whether a row counts toward the selected period.
Filtering
Switch between this month, this year and a custom range, then narrow by category or location. The headline total updates with the filters.
Payroll runner
If your staff have a pay model set under Staff, the payroll runner calculates each person's salary for a chosen month: the fixed base, or the commission percentage applied to the revenue they generated. Tick the people to pay and click Record payroll expenses. One salary expense is created per person per month, and anyone already paid for that month is marked so you do not pay twice.