Every expense, income, and transfer starts from the three action buttons at the top of /finance: "Add income", "Add expense", "Add transfer".
- 1Go to /financeTap "Finance" in the sidebar.
- 2Tap "Add expense"The Add expense dialog opens.
- 3Enter AmountNumbers only. ₹ is added by CiviQ.
- 4Enter TitleShort description: "Swiggy", "DMart", "Auto to office".
- 5Pick CategoryChoose from: Food & Dining, Transport, Housing, Bills & Utilities, Shopping, Health & Fitness, Education, Entertainment, Personal, Other.
- 6Pick Payment methodCash, UPI, Debit Card, Credit Card, Net Banking, Wallet, or Other.
- 7Pick AccountWhich account the money came from. The account balance updates the moment you save.
- 8Pick DateDefaults to today.
- 9Tap "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.