How do I add an expense?

First, you must go into the "Manager" page by clicking on the "Manager" tab link from the main menu.

There are 2 ways to get to the "Add Expense" form:

  1. Click on the day link in the calendar. - This will automatically prepopulate the data field for you.
  2. Click the "Add Expense" tab link.
Add Expense

Complete required fields

  1. Description: Name or short description of your expense.
  2. Payment Amount: The amount you spend or spent on the expense. Not the total account balance.
  3. Website: The website related to your expense - Optional.
  4. Day Due: Date when your monthly payment is due, or date of a one time expense.
  5. Category: Useful for reports and organization.
  6. Cust. Service Phone: Phone number you use to call customer service regarding your account.
Add Expense Form