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Tracking expenses

Log an expense — every field explained

Walk through every field in the Add expense dialog.

5 min read

Prerequisites

  • At least one account on the Accounts page

Open the dialog

On /finance, tap the "Add expense" button in the action row at the top of the page. The Add expense dialog opens.

Fields

  1. 1
    Amount
    Numbers only. Indian formatting (1,16,819) and paise (450.50) both parse correctly.
  2. 2
    Title
    Short description. Shown on every transaction row.
  3. 3
    Category
    Pick one of: Food & Dining, Transport, Housing, Bills & Utilities, Shopping, Health & Fitness, Education, Entertainment, Personal, Other. Budgets are tracked against this category.
  4. 4
    Payment method
    Cash, UPI, Debit Card, Credit Card, Net Banking, Wallet, Other.
  5. 5
    Account
    The account whose balance should drop. Required.
  6. 6
    Date
    Defaults to today. Past dates allowed.
  7. 7
    Note (optional)
    Free text. Stored on the expense for your reference.
  8. 8
    Got change back? (optional)
    Toggle this when you paid more cash than the expense and received change. Enter the change amount; CiviQ reduces the account balance only by the actual cost, not by what you handed over.

Save

Tap "Add expense". The dialog closes. The expense appears in Recent transactions and on the Transactions page; the account balance and any matching budget update immediately.