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    DocumentationFinancial ManagementExpense Management
    Financial Management

    Expense Management

    Track and manage all your business expenses with categories, filters, and detailed reporting. Monitor spending patterns and control costs effectively.

    8 minutes
    Easy to Use
    01

    Navigate to Expenses

    Access the expense management section from your admin dashboard.

    • Go to Financial Management → Expenses from main menu
    • View dashboard with total expenses and monthly breakdown
    • See expense statistics cards showing key metrics
    • Access quick filters for categories and date ranges
    02

    Add New Expense

    Record a new business expense with all relevant details.

    • Click 'Add Expense' button in top right
    • Fill in expense title and amount
    • Select expense category (Office, Fuel, Salary, etc.)
    • Choose payment mode (Cash, UPI, Card, Bank Transfer)
    • Add vendor/paid-to information
    • Specify expense date and invoice number if applicable
    • Link to specific car or dealer if relevant
    • Add notes for additional context
    03

    Categorize Expenses

    Organize expenses by category for better tracking and reporting.

    • Use predefined categories: Car Maintenance, Office, Fuel, Salary, Marketing, Insurance, Tax, Transport, Miscellaneous
    • Filter expenses by category from dropdown
    • View category-wise breakdown in stats dashboard
    • Each category has color-coded badges for quick identification
    04

    Filter & Search

    Find expenses quickly using powerful filtering options.

    • Search by expense title, vendor name, or invoice number
    • Filter by category (All, Office, Fuel, Salary, etc.)
    • Use date range filters to view expenses for specific period
    • Combine multiple filters for precise results
    • Clear all filters with one click to reset view
    05

    Export & Import

    Export expense data or import bulk expenses from Excel/CSV.

    • Export all filtered expenses to Excel with one click
    • Download includes all expense details and calculations
    • Import bulk expenses using Excel/CSV template
    • Download sample template to see correct format
    • Validate data during import to prevent errors
    • View import summary after successful upload

    Expense Categories

    Car Maintenance

    • Oil change
    • Tire replacement
    • Repairs
    • Servicing

    Office

    • Rent
    • Electricity
    • Water
    • Internet

    Fuel

    • Petrol
    • Diesel
    • Test drive fuel

    Salary

    • Staff salaries
    • Commissions
    • Bonuses

    Marketing

    • Ads
    • Promotions
    • Events
    • Branding

    Insurance

    • Vehicle insurance
    • Office insurance
    • Health insurance

    Tax

    • GST
    • Professional tax
    • Property tax

    Transport

    • Delivery charges
    • Logistics
    • Towing

    Miscellaneous

    • Sundry expenses
    • Others

    View Modes

    Table View

    See all expenses in a detailed table format with sorting and pagination

    • Sort by date, amount, category
    • View all fields at once
    • Quick edit/delete actions

    Card View

    Visual card-based layout perfect for mobile and quick browsing

    • Large touch-friendly cards
    • Color-coded categories
    • Responsive grid layout
    💡

    Expense Management Pro Tips

    • Record expenses daily - don't let them pile up
    • Always keep invoices and receipts for tax purposes
    • Use specific categories for better expense analysis
    • Link expenses to cars/dealers when applicable for accurate profit calculations
    • Export monthly expense reports for accounting
    • Review expense trends monthly to identify cost-saving opportunities
    • Set budget alerts for different expense categories
    • Use import feature for bulk expense entry at month-end

    Related Documentation

    Financial Reports

    Read more

    Export Data

    Read more

    Dashboard Overview

    Read more

    Need Help with Expense Tracking?

    Our team can help you set up expense categories, import bulk data, or customize expense reports for your business needs.

    Get Help