View & Manage Expenses
The Expense List shows all your recorded expenses, sorted by date. Use it to review what you have spent in a given period, search for a specific expense, or edit/delete incorrect entries. You can also download your expense records as a report to share with your accountant. Reviewing expenses monthly helps you identify unnecessary spending and plan your budget better.
Steps
- Go to Accounting > Expense to see all recorded expenses.
- Use the Date Range filter to view expenses for specific periods.
- Search expenses by category or remarks.
- Click on any expense to Edit or Delete it.
- Use "Download" to export expense reports.
Tip: Review your expenses monthly to identify unnecessary spending and plan your budget better. Download reports to share with your accountant.
Common Questions
Yes, all recorded expenses are automatically included in the Profit & Loss report. Without tracking expenses, you only see gross profit (sales minus cost of goods). With expenses recorded, you see net profit — the true measure of your business profitability after accounting for rent, salaries, utilities, and other operating costs.
Sales minus Purchases only gives you gross profit. But your real profit (net profit) also accounts for operating expenses like rent, utilities, salaries, and transport. If you earn ₹1,00,000 in gross profit but spend ₹60,000 on expenses, your real profit is only ₹40,000. Without tracking expenses, you will overestimate your profitability.
Use the Date Range filter to select last month's dates, then use the Search bar to search by category name or remarks. For example, searching 'electricity' will show all electricity bill expenses in the selected period.
Yes, use the Download button on the Expense List page to export your expenses as a report. You can filter by date range first to export only the period your accountant needs, such as a specific month or the full financial year.
Go to Accounting > Expense, find the expense entry in the list, and click on it to open the details. You can edit the amount, category, date, payment mode, or remarks. The correction will automatically reflect in your Profit & Loss report.
Yes, use the Date Range filter on the Expense List page to select a specific month. This shows all expenses recorded during that period along with the total, helping you understand your monthly spending pattern and plan your budget accordingly.
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