When you get paid for work or receive payment for items or products that you sell, it all goes towards your income. Recording income is as simple as recording an expense, and vice versa.

Expense screen grand tour

You access the Expense screen by hitting the MINUS icon from the home screen. 

Recording your expenses

  1. Hit the MINUS symbol

  2. Upload or attach an expense (see below)

  3. Fill in the blanks

  4. Hit TICK to save and you’re done

Which category to choose

Use the Hold for Help function on any of the categories to help choose the appropriate one for your type of expense.

Make sure to make use of the Smart categories. They'll help you get the best possible claim for a typical type of expense.

The smart categories are as follows:

  • Mileage rate 

  • Internet & phone

  • Home Office

  • Business premises

Learn more about Smart categories here

Attaching your expenses

There are a couple of quick ways to attach an invoice:

  1. Snap a photo

  2. Attach from third-party cloud storage

To connect to your cloud storage using the attach symbol, you must first have the app downloaded on your phone and be logged in to access it. If you cant see it in the list, try hitting more and switching it on.

Pro tip: If you create your invoices on your computer, save them in a folder dedicated to your invoices within your chosen cloud storage. That way you can easily locate and attach them via the attachment icon in the income screen. 

The bottom navigation

The bottom navigation explained.

View, edit or delete any previous transactions

Pro tip: Head to the Receipt drawer (swipe right in Expense Screen) to make any changes to your recurring expenses.

You can find out more on managing your expenses here

Recurring Expenses

Save yourself the trouble of recording regular expenses by setting them to automatically recur. You can choose how often they recur and for how long. 

Recording Income

Recording your income is just as simple. Check out our guide here

Managing recurring items

Click here to learn more about managing and editing your recurring items.

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