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 sidebar and click + New Expense (or press N). A slide-over panel opens with a 2-column grid layout for entering expense details.

Tap More in the bottom tab bar, then tap Expenses. Tap the floating + button to open a full-screen form with a vertical stack layout. The category field shows live autocomplete suggestions from commonly used categories as you type.

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

On mobile, the category field provides live autocomplete suggestions from the list of categories you have used before. Tap a suggestion to select it, or continue typing to enter a new category.

Viewing expenses

The Expenses page displays a table with search, category pill filters, and a date range bar at the top. You can filter by category and date range to narrow the list. Click Export to download the expense list as a CSV file.

The Expenses page displays a summary card at the top showing the total expense amount and the top 3 categories by spend. Below the summary, horizontal category filter chips let you narrow the list. Expenses are shown as cards with infinite scroll. Date range filtering and CSV export are not available on mobile.

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.

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).