Expenses

Log your business expenses in BillCraft AI and track them alongside your invoiced revenue for a clearer picture of your business finances.

Pro and Agency plans only. The Expenses feature requires a Pro or Agency subscription.

Logging an expense

Go to Expenses → New Expense and fill in:

  • Description — a short note about what the expense was for.
  • Amount — the amount spent.
  • Currency — the currency the expense was incurred in.
  • Category — choose from categories like Software, Travel, Equipment, Marketing, Contractor, or Other.
  • Date — when the expense occurred.
  • Notes (optional) — supplier name, receipt reference, or any additional detail.
[SCREENSHOT: New expense form with description, amount, category dropdown, and date fields]

Categories

Categorising expenses lets you filter and group them in the expenses list so you can see at a glance where your money is going. Pick the category that best fits when logging each expense — or use Other if nothing fits.

Viewing and filtering expenses

The Expenses list shows all your logged expenses. You can filter by category and date range to narrow down to a specific period or cost type. The total for the current filter is shown at the top.

[SCREENSHOT: Expenses list filtered by category showing total amount for the filtered selection]

Editing and deleting expenses

Click any expense in the list to open it. You can update any field or delete the record if it was logged in error. Deleted expenses are removed permanently.

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