Step-by-Step Instructions
Step 1: Open the Manage Expenses page
Once you are in the Accounting area, go to Add/Track Expenses. This page is where all of your recorded business expenses are displayed and managed.
Step 2: Review the calendar section
At the top center of the page, you’ll see multiple monthly calendars. These help you navigate through expense dates and review records over time.
Use the left arrow to view earlier months
Use the right arrow to view later months
Click on a date if the page allows date-based filtering
This section is useful for checking when expenses were added or for reviewing spending within a specific time period.
Step 3: Search for an expense
Below the calendars, there is a Search expense field. Use this to quickly find a specific expense by keyword, category, or description.
Example:
office supplies
shipping
software
labels
Step 4: Review the expense table
The table below the search bar displays your saved expenses. In the screenshot, there are currently no expenses listed, which is why it says “There are no expenses to display.”
Once expenses are added, they will appear in this table.
Step 5: Add a new expense
On the upper-right side above the table, click the green Add expense item button. This is where you manually enter a new expense.
You’ll typically fill in details such as:
expense category
expense date
amount
description
repeat expense setting
end date if recurring
Step 6: Manage expense categories
Click the blue Manage Expense Category button in the top-right corner to create, edit, or organize your expense categories.
This is useful for keeping records sorted into groups like:
shipping supplies
subscriptions
software
office expenses
inventory-related costs
Step 7: Export your expenses
Click Export all expenses to download your expense records. This can help with bookkeeping, reporting, or sharing records with your accountant.
Step 8: Adjust table view count
At the bottom-left of the table, there is a dropdown showing 5. This controls how many rows are displayed per page in the expense table.
You can change this if you want to view more expenses at once.
Why This Page Matters
The Manage Expenses page is important because it helps you keep a clean record of your business costs. Tracking expenses regularly makes it easier to understand profitability, prepare reports, and stay organized for bookkeeping and tax purposes.
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