Expenses

The Expenses section lets you record all business outgoings that are not purchase invoices — for example, rent, utilities, salaries, office supplies, travel, and advertising.

Adding an expense

Go to Expenses in the left navigation and click New Expense.

Expense fields

Field	Required	Notes
Category	Yes	A label that groups this expense for reporting. Type any text — categories are free-form.
Amount	Yes	Amount in INR
Mode	Yes	How it was paid: Cash, Bank Transfer, UPI, Cheque, or Other
Expense Date	Yes	When the expense was incurred. Defaults to today.
Description	No	Free-text description or details
Reference Number	No	Bill number, invoice number from vendor, cheque number, etc.

Expense categories

Categories are free-text labels you create as you go. Common categories used by Indian small businesses:

• Rent
• Electricity
• Internet
• Salaries & Wages
• Petty Cash
• Transportation
• Office Supplies
• Marketing & Advertising
• Professional Fees (CA, lawyer, etc.)
• Repairs & Maintenance
• Insurance
• Bank Charges
• GST Paid (for non-deductible GST)
• Miscellaneous

Tip

Use consistent category names to get clean summaries in reports. Avoid variations like “Rent”, “Office Rent”, and “rent” — pick one and stick to it.

Expenses in the dashboard

Your total expenses for the current financial year appear on the dashboard under the Expenses card. The dashboard also shows a month-by-month comparison of income vs. expenses.

Expenses and bank accounts

Expenses are not directly linked to bank accounts. They record business outgoings with a payment mode (cash, bank, UPI, cheque, or other) for categorisation purposes. To keep your bank account balances accurate, record a manual withdrawal transaction in the Banking section when you pay an expense from a tracked account.

Deleting an expense

Open the expense and click Delete. Deleting an expense reverses the bank account transaction if one was linked.

Note

Deleted expenses use soft deletion (deleted_at field). They are removed from all reports and totals but the database record remains. There is no way to view deleted expenses from the UI.

Expenses vs purchase invoices

Use Expense for	Use Purchase Invoice for
Rent, utilities, salaries	Buying goods to resell
One-off vendor bills not related to inventory	Purchases that need GST input tax credit
Small petty cash spends	Purchases from GST-registered suppliers

In brief: if you need to track ITC (Input Tax Credit) on a purchase, use a Purchase Invoice linked to the supplier party. If it is a running cost of the business, use Expense.

Frequently asked questions

Can I attach receipts or photos to expenses? File attachments are not supported in the current version. As a workaround, enter the bill number in the Reference Number field.

How do I view a breakdown of expenses by category? Go to Reports and open the Expense Report. It shows total expenses per category for a date range you choose.

Can I import historical expenses from a spreadsheet? CSV import for expenses is not supported in the current version. Expenses must be entered manually.

Is GST on expenses tracked for ITC purposes? No. Expenses are not linked to suppliers and do not generate ITC. If you are a GST-registered business and need ITC, use a Purchase Invoice for those expenses (link them to the supplier and enter the GST rate on the line item).