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Log your first expense

Add an expense from the /finance page in three taps.

2 min read

Every expense, income, and transfer starts from the three action buttons at the top of /finance: "Add income", "Add expense", "Add transfer".

  1. 1
    Go to /finance
    Tap "Finance" in the sidebar.
  2. 2
    Tap "Add expense"
    The Add expense dialog opens.
  3. 3
    Enter Amount
    Numbers only. ₹ is added by CiviQ.
  4. 4
    Enter Title
    Short description: "Swiggy", "DMart", "Auto to office".
  5. 5
    Pick Category
    Choose from: Food & Dining, Transport, Housing, Bills & Utilities, Shopping, Health & Fitness, Education, Entertainment, Personal, Other.
  6. 6
    Pick Payment method
    Cash, UPI, Debit Card, Credit Card, Net Banking, Wallet, or Other.
  7. 7
    Pick Account
    Which account the money came from. The account balance updates the moment you save.
  8. 8
    Pick Date
    Defaults to today.
  9. 9
    Tap "Add expense"
    The expense saves and the dialog closes.
Cmd+K (or Ctrl+K on Windows) opens the command palette from anywhere in the app — a faster way to reach Add expense.