Beyond Budget
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Help Center
  • Welcome
  • Why budgeting matters
  • Key features
  • Quick start guide
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  • About us
  • FAQ
    • Does the app have a web version?
    • Can I use the app on iOS devices?
    • How to switch from classic to zero based budgeting or vice and versa?
    • Does the app offer a free plan?
    • Does the app offer a lifetime payment option that includes future updates?
    • Which features will be built next, and is there a roadmap?
  • Budgeting Methods
    • Classic Budgeting
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  • Basics
    • Dashboard
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    • Groups and categories
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  • Transactions
    • Overview
    • Expense
    • Income
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  • Import transactions
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    • OFX, QIF and OFC
    • CSV
  • Quality of life
    • Auto allocation
    • Pin category
    • Hide category balance
    • Quick Account Transaction
    • Quick Category Transaction
    • Quick Category Budget
    • Quick Category Insights
  • Insights
    • Where is my money allocated?
    • Where does my money go?
    • What's the big picture of my budget?
    • Where have I spent the most over time?
    • What is my net worth?
    • Am I living below my means?
    • Income vs expenses
    • Quick cash flow
    • Spending Comparison
    • Transaction map
    • Transaction calendar
  • Gamification
    • Badges
    • Online league
    • Streaks
    • 66-day habit
    • Levels
  • Settings
    • Security
    • Theme
    • Shapes
    • Color scheme
    • Category visuals
    • Home Customization
    • Budget preferences
    • Miscellaneous
    • Currencies
    • Keypad
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    • Multilingual Support
  • Nice to have
    • Shopping list
    • Warranty management
    • Family group
    • Widgets and Shortcuts
  • User Account
    • Exporting your data
    • Deleting your account
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  1. Transactions

Expense

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Last updated 9 months ago

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An Expense transaction represents money leaving your accounts. When logging an expense, you’ll need to provide two key details that are unique to this transaction type:

  • From: Select the account from which the expense is being deducted (e.g., checking account, credit card).

  • Category: Assign the expense to a relevant category (e.g., Groceries, Utilities, Entertainment) to ensure your spending is accurately tracked within your budget.

These details help ensure your expenses are properly categorized and reflected in the correct accounts, keeping your budget up-to-date and organized.