Logging expenses
Manual expenses with categories, VAT and payment method.
Not every spend has a receipt — subscriptions, bank fees, cash tips, mileage reimbursements. Log them from Expenses → New expense.
Fields
- Supplier / description — who was paid and what for.
- Date — the transaction date, not the date you're logging it.
- Amount — enter the gross (total) figure; VAT is split out automatically when you set a rate.
- Category — the same category list your receipts use.
- Payment method — cash, card, bank transfer, or Director's Loan.
- Business or personal — personal spends are recorded but excluded from tax reports.
- VAT — 20%, 5%, 0% or exempt; only applicable if you're VAT-registered.
Recurring expenses
For monthly subscriptions, log the first one and use the Duplicate action from the expense's context menu each month — it copies everything except the date.
Fixing mistakes
Tap an expense to edit or delete it. Deletions are permanent, so if you're not sure, change the amount to 0 and add a note instead.