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Create expense from transactions

  • The Create Expense from Transactions feature allows you to quickly generate an expense entry directly from existing financial transactions, such as card payments or bank feeds. This helps reduce manual entry and ensures accuracy in recording expenses.

How to create an expense from transactions?​

  • Step: 1 - Select the card option.
  • Step: 2 - Select the Transaction history at the bottom of the card page.
  • Then you will be redirected to the page as shown in the below image.

Expenses expt0

  • Step: 3 - Select the add button next to the transaction history.

Expenses expt1

  • Your expense created successfully from tansaction.

Expenses expt2

  • You can view the created expense in the Expense menu.