Expense

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An expense records money leaving one of your accounts. It comes out of a budget category, so it lowers what's available in that category.

Add an expense

1. Tap Add in the bottom bar and choose New expense.
2. Enter the amount.
3. From: the account the money leaves, such as your checking account or a credit card. Use the arrows next to it to cycle through your accounts.
4. Category: the category the money comes out of, such as Groceries or Utilities. It's Required.
5. Fill in any optional fields you want (payee, tags, notes and so on; see Overview).
6. Tap the checkmark to save.

If you pick a date after today, the expense is saved as an upcoming transaction and only affects your balances on that date.

Split an expense across categories

One receipt often covers more than one category, like groceries and household items from the same shop.

1. In the Category row, tap Split transaction.
2. Tap Add category and enter how much goes to each category. Remaining shows what's left to assign; it has to reach zero before you can save.
3. Each part can have its own payee, notes and tags. When the parts have their own tags, the general Tags field is hidden.

To go back to a single category, tap Split transaction again.

Paying with a credit card

When the From account is a credit card, the expense still comes out of its category straight away, and the money moves to the card's payment category so it's ready when the bill is due. See Credit cards.