Income & finances

Record and change expenses

Expenses are managed in the summary, as one-time records or recurring rules.

Step by step

1. Open “Summary” from the sidebar.
2. As owner open Summary, confirm location and period, and find “ADD EXPENSE”. Choose “One-time” for a single record or “Recurring” for a monthly rule.
3. For a single expense enter description, amount and date. For a monthly rule enter description, amount, day of month from 1 to 28 and start date. Save once and verify the record in a period containing its date.
4. For a one-time expense, the pencil edits description and amount while preserving its original date. The trash button deletes immediately without a confirmation dialog; identify the correct row first. Neither edit nor delete refunds an actual payment, and this modal has no date editor.
5. Editing a recurring rule amount also changes amounts shown for previous months. Pausing removes its expenses even from earlier periods. Read warnings and compare affected periods before and after; it is not the same as cancelling only next month.

Feature availability depends on your plan and permissions.