How Do I Manage My Expenses?
After creating expenses, you can't leave them unorganized. You have to keep updating them to manage the expenses effectively. You can edit, delete and save your expenses as per your requirements. It will let you effectively organize your expenses section.
In this article, we will cover:
- Manage the expenses individually
- Edit Expenses
Manage the Expenses Individually
You can manage each expense in the "Expenses" section. Open the concerned expense and click on the "More Actions" button at the top-right corner. It will show you the following options:
- Mark Unpaid: Click on “Mark Unpaid” if it is an outstanding expense.
- Duplicate: Click on "Duplicate" to create a duplicate expense same as the original one. Now you can modify the duplicate expense as needed.
- Delete: Click on the "Delete" button to delete the expense. The expense will no longer be viewed in the "Expenses" folder.
(Go to the expenses section and click the three dots in front of any expense. You can also select the options of "Duplicate" and "Delete" from here)
While viewing an expense, click on the "Edit" button at the top-right corner. You can now remove previous details and add new information per your requirements. Finally, click on the "Update" button at the bottom of expense to save the updated information.