Finance•
3 min read
•Updated October 2026
Recording and Categorizing Expenses
Accurate financial health requires logging both income and operational expenditure. Use the Expenses tracker in My Finance to log overhead and project costs.
How to Record an Expense
Log operational costs in a few clicks:
1Navigate to My Finance > Expenses.
2Click '+ Add Expense' to open the modal.
3Select Expense Category (General, Software, Subcontractor, Office, Marketing).
4Enter Expense Name and Amount with currency.
5Select Payee / Vendor from your Payee directory.
6Designate whether the cost is One-time or Recurring (e.g. monthly subscriptions).
7Optionally link the expense to a specific Project to calculate net deliverable profit.
8Set transaction date and click Save.
Payee Portal Integration
The Payees tab in My Finance maintains contact details, tax identifiers, and payment methods for software vendors and external partners, ensuring your accounting records stay clean.
Pro Tip
Linking an expense directly to a project automatically updates your project margin calculations.
Related Guides
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