Add, edit, find and delete expenses

Record money you have spent, change it if the details were wrong, find expenses in a date range, or delete an entry permanently.

বাংলায়: এই পেজে আপনি খরচ রেকর্ড করেন, সেটা পরিবর্তন করেন, খোঁজেন এবং দরকার পড়লে মুছে দেন। খরচ নিয়ে সংশয় থাকলে Draft স্টেটাস বেছে নিন যাতে এটো লাভে গণনা না হয়।

Where to find it: Sidebar › Expenses › One-time tab (the default)

Add an expense

1. On the One-time tab, select the Add expense button.
2. A form opens titled New expense. Fill in:
   • Amount — the taka you spent. Type a number with or without decimals (for example 1250 or 1250.50). The field shows a ৳ prefix. Required; error if left empty or zero: Amount must be a positive number.
   • Date — when you paid. A date picker opens when you tap the field; today is the default. Required; error: A date is required.
   • What was it for — a short description. Placeholder text reads Shop rent, internet bill…. Required; error: Description is required.
   • Category — which type of expense (Marketing & Advertising, Salaries & Wages, Rent & Utilities, Office Supplies, Software & Subscriptions, Travel & Entertainment, Shipping & Logistics, Transportation, Other). Required; error: Please select a category.
   • Status — how certain you are. Dropdown with options Draft, Confirmed, Paid, Cancelled. The default is Confirmed. You can change this whenever you edit the expense.
   • Paid to (optional) — the vendor or person you paid (for example "Zara Electronics" or "Karim's Delivery"). Leave blank if you do not know or do not need to track it.
3. Select Add expense. A toast appears: Expense Created — The new expense has been added.
4. After you save, the date-range picker jumps to the month of the expense you just added, so you can see it in the table at once.

If the save fails, you see An error occurred and the server message. Check that you have the Create and edit expenses permission and that your subscription is active.

Edit or delete an expense

Edit

Double-click a row in the table, or open the ⋯ menu (Actions) and select Edit. The form opens with the expense's current details prefilled. Make your changes and select Save changes. A toast confirms: Expense Updated — The expense has been successfully updated.

You can change any field, including the status. There are no rules blocking a change from one status to another (for example, you can change Paid to Draft).

Delete

Open the ⋯ menu on the row and select Delete. A confirm dialog appears:

Are you sure?

This action cannot be undone. This will permanently delete the expense record for "{description}".

Select Delete to confirm. The row disappears from the table at once. A toast shows Expense Deleted. If the delete fails, the row returns and a toast says Deletion Failed.

Careful: deletion is permanent — you cannot undo it.

If you want to keep a record but remove the expense from your profit total, set the status to Cancelled instead of deleting it.

Find expenses by date, word or category

Date range

The One-time tab has a date-range picker at the top left. It defaults to the current calendar month (1st to the last day). Tap the picker to choose:

• Presets — quick buttons for Today, Yesterday, This week, Last 7 days, Last 30 days, This month (ends today), Last month, Last 90 days, This year.
• Custom range — click two dates on the calendar, or type start and end dates in the fields.

Only expenses dated inside the chosen range appear in the table.

Search

The search box says Search expenses.... Type a word to match the description or category name. The search is case-insensitive and finds partial matches (typing rent finds "Shop rent").

Clear the search by tapping the ✕ button in the search field.

Searching always returns to page 1 of the table.

Reading the footer

At the bottom of the table, a line shows how many expenses are in the view:

{total} total · {n} record(s) · {m} category/categories

Confirmed and paid count toward the total.

The total is the sum of Confirmed and Paid expenses only. Draft and Cancelled expenses are shown in the list but excluded from this total. If you set an expense to Draft or Cancelled, the total drops.

The record count tells you how many rows match your date range and search. The category count tells you how many different categories are used.

Other ways people ask this

• খরচ যোগ করব কীভাবে
• খরচ পরিবর্তন করতে হলে
• খরচ সার্চ করতে চাই
• expense date range দেখাতে হবে
• গত মাসের খরচ খোঁজা
• খরচ মুছতে হবে স্থায়ীভাবে
• খরচ খুঁজে বের করা যায় কিভাবে
• expense entry কারেকশন
• খরচ ক্যাটাগরি দিয়ে ফিল্টার করা
• vendor name save korte parbo
• খরচ শুধু রেকর্ড রাখব profit এ যেন গণনা না হয়
• expense list এ date sort
• খরচ বাদ দিতে হবে

Related pages

• Expenses and how they affect profit — what the page is for, how expenses reduce net profit, and what it does not track
• Recurring expenses — how to save templates for costs that repeat, and the current limit on automatic posting

Checked against the product on 2026-10-02.