How to add and track an expense

Tracking expenses helps with budgeting, reporting, and understanding the true cost of programs and events.

Steps

1. Go to the Finance or Expenses section.
2. Click New Expense or Add Expense.
3. Enter the details:
   • Date of the expense
   • Amount
   • Vendor or payee
   • Category (very important for reporting)
   • Short description or purpose
   • Related event or campaign (if applicable)
4. Attach a receipt or supporting document if your process requires it.
5. Save the expense.

Tips

• Use consistent categories so reports are meaningful.
• Enter expenses promptly.
• Link expenses to events or campaigns when possible so you can see full program costs.