How do I view and edit expenses?

To view and edit expenses, go to Tools > Manage > Expenses or search for Expenses. Expenses are listed by date, newest first.

Use the search bar at the top of the page to quickly find the expense you're looking for. Search for vendors or items, or click in the search bar and pick a field, such as the account or category, to narrow down the list.

Click on the menu icon to the right of an expense to Edit, Delete, or View attachment if one was uploaded.

Deleting an expense cannot be undone.

You can also view expense reports by going to Tools > Home > Reports or searching for Reports, and selecting Expenses.

To export your expense data as a CSV file, including URLs to any photos of receipts that were scanned, see How do I export expense data?

Bank transactions

If you use bank reconciliation, outgoing transactions from your connected bank account also appear in this list.

Click Link to expense to create an expense from the transaction, or to link it to an existing expense.
If a transaction isn't a business expense, click the menu icon to the right of it and select Ignore transaction.
To undo a link, click the menu icon to the right of the expense and select Unlink transaction.

To ignore every transaction before a certain date, click the menu icon in the top-right corner and select Ignore transactions before. To stop showing bank transactions here, select Options from the same menu and turn off Show bank transactions.