How to record and categorise expenses
Keep track of costs, receipts and purchase invoices for a clear view of money in and out.
Recording expenses lets you see in real time how much you're actually earning. It's also the foundation for an accurate Finance dashboard and for year-end reports.
The Expenses section is included in both plans: Base with a cap of 15 expenses/month, Smart with unlimited tracking and access to the Finance dashboard.
Add an expense
- 1Go to Expenses from the side menu and click New expense.
- 2Enter date, amount, supplier and category (e.g. software, travel, training).
- 3Attach the receipt or purchase invoice as PDF or photo: Flinvo keeps it for your records.
- 4Pick whether it's tax-deductible and save.
Smart categories
Flinvo suggests the category automatically based on the recurring supplier description. After a few entries, categorisation becomes almost automatic.
Use recurrence for fixed expenses like software subscriptions, coworking, phone bills: enter once and Flinvo repeats it every month.
See the big picture
The Finance dashboard (Smart) gives you monthly totals, top categories and comparison with the previous period. It's the best way to spot where you're overspending.