Record an expense

Add money you've spent to the project, with its date, vendor, category, room and task, so it counts against your budgets.

Record an expense whenever you pay for something. It counts towards the project's spend straight away, and towards the budgets of the room and task you link it to.

Add an expense#

  1. Open the project and select the Expenses tab.
  2. Select Add expense.
  3. Enter the Amount and the Date. The date starts as today.
  4. Fill in any of Vendor, Note, Category, Room and Task.
  5. Select Add expense.

If you pick a task, the room fills in with the task's room, so the room's spend includes it. You can change it.

You can also add an expense from a task's Budget tab, where the task is already filled in, or from Add expense on a project's card on the dashboard.

Categories#

Every project starts with Materials, Labour, Tools, Permits, Fees and Other. Owners and Admins can add more:

  1. On the Expenses tab, go to Categories at the bottom.
  2. Type a name in Add a category of your own.
  3. Select Add.

Find expenses#

Use the filters above the list: Search looks in vendors and notes, and you can narrow by Category, Room, Task and a From and To date. Select Apply. The total at the top changes to what's spent in that view. Select Clear filters to see everything again.

Who can add expenses#

Owners, Admins and Contributors can add expenses to any task. Assigned-only members add them to their own tasks only, so for them a task is required. Viewers can see expenses but can't add them.

Related