Entering expenses and revenue

The Budget entry tab is where you build the budget and record actual amounts.

A three-level structure

• Category — a major expense or revenue heading, shared across the organisation.
• Budget line — a line within the category (a supplier, a cost item…), with its planned amount.
• Entry — an actual expense or revenue, attached to a line.

Adding a budget line

Add a line directly from the table and enter its planned amount, even if no expense is attached to it yet.

Entering an expense or revenue

1. 1
   Click Add an expense (or revenue).
2. 2
   Choose the budget line (an existing line or a new label).
3. 3
   Enter the amount and the date (pre-filled with today's date).
4. 4
   Attach the supporting documents (invoices, quotes…), then save.

Frequently asked questions