MONEY & ACCOUNTING

Record an expense or income

Log money you spent or received outside an invoice in Money in & out. Payments on your invoices are added for you.

Updated October 25, 2026

Open Money in & out

Steps

  1. Open Money in & out and choose Record expense / income.

  2. Type a Description and choose Expense or Income under Type.

  3. Enter the Amount (USD) and Date, and pick a Category (for example Software, Vehicle, Rent or Insurance).

  4. Optionally link a Vendor or Customer, choose the Payment method, and add a Reference such as a receipt or check number.

  5. Choose Save expense / income.

Repeat a regular expense

On Pro and Business, open an expense and choose Repeat to record rent, subscriptions and other regular bills on schedule.

Don’t enter invoice payments twice

When you record a payment on an invoice, it’s added to Money in & out for you.