Expenses

Track expenses, recurring costs, and export reports.

6 min read

Last updated 2026-02-03

Add expenses

1. Open Expenses

Add once-off expenses as they happen.

2. Set recurring expenses

Use recurring for subscriptions, rent, and fixed monthly costs.

3. Export for bookkeeping

Download CSV to share with your accountant.

Use consistent categories (e.g. Software, Travel, Marketing, Equipment).

Attach receipts in Vault so you can find supporting documents later.

If you have recurring expenses, set them up once so monthly reporting stays accurate.

Use recurring expenses for subscriptions like Adobe, Google Workspace, hosting, rent, and insurance.

Recurring expenses reduce manual admin and improve month-to-month reporting consistency.

If you cancel a subscription, update or disable the recurring expense so reports stay accurate.

Tip

If you’re unsure how to categorise an expense, use a simple category now and refine later — consistency matters more than perfection.

Export CSV regularly (monthly is common).

Make sure each expense has a clear description that matches the receipt/vendor.

Keep supporting receipts in Vault and use consistent naming so you can find them quickly during reconciliations.

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