Expenses

Overview

Expenses (/admin/expenses) tracks firm operating costs so you can see spending next to revenue.

Features

• Add, edit, and delete expenses
• Sort and filter by category
• Running this month and this year totals at the top of the page

How to add an expense

1. Open Expenses and click Add Expense (or Create).

2. Fill in the form:

   Field	What to enter
   Category	Pick one: Utilities, Supplies, Maintenance, Payroll, Marketing, Food & Beverage, Insurance, or Other
   Description	A short note, e.g. "August electricity bill"
   Amount	The cost, in your firm's currency
   Date	The day the cost was incurred

3. Click Save. The expense appears in the list and the month/year totals update automatically.

How to edit or delete

• Click an expense to edit its details, or use Delete to remove it.
• The totals at the top recalculate on their own.

Workflow

1. Add expenses as they happen (supplies, utilities, contractors, payroll).
2. Each week, compare the month total here against your Reports revenue.
3. At month-end, read off the totals for your accountant.

Best Practices

• Use the same category for the same kind of cost every time, so the totals stay meaningful.
• Enter expenses weekly so month-end is painless.
• Keep descriptions specific enough that you'll remember what they were months later.