Goalpense - Expenses

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Create Expense

About​

Going to show you how to create an expense in Goalpense.

Video​

Tutorial​

The first step to create an expense is to go to the Expenses on the Dashboard:

home-expenses.png

Now you will see Create Expense under Actions Box.

create-expense-button.png

Fields​

  • Search Expenses Box - This can search your current expenses that you have in Goalpense
  • Images - Upload images for this deal.
  • Name - A unique name to know what this deal is about.
  • About - A brief description of what this deal is about.
  • Cost - How much did this expense cost you.
  • Select Account - Link a current Account to this expense.
  • Select Merchant - Link a current Merchant to this expense.
  • Select Category - Link an existing Category to this expense.
  • Type - Is this expense Personal or Business?
  • Status - Are you buying? Is this Income? Is this a transfer?
  • Logged At - Pick the date you recorded this expense.

Once you have field out everything you can press Save.

create-expense-form.png

You can see the expenses on the expenses home.

expenses-box.png

Congrats you have now created the expense!

Edit Expense

About​

Going to show you how to edit an expense in Goalpense.

Video​

Tutorial​

The first step to create an expense is to go to the Expenses on the Dashboard:

home-expenses.png

Now you need to click one of your expenses that you're wanting to edit.

expenses-box.png

Fields​

  • Search Expenses Box - This can search your current expenses that you have in Goalpense
  • Images - Upload images for this deal.
  • Name - A unique name to know what this deal is about.
  • About - A brief description of what this deal is about.
  • Cost - How much did this expense cost you.
  • Select Account - Link a current Account to this expense.
  • Select Merchant - Link a current Merchant to this expense.
  • Select Category - Link an existing Category to this expense.
  • Type - Is this expense Personal or Business?
  • Status - Are you buying? Is this Income? Is this a transfer?
  • Logged At - Pick the date you recorded this expense.

Once you have field out everything you can press Save.

edit-expense-form.png

Congrats you have now edited the expense!

Clone Expense

About​

Going to show you how to clone an expense in Goalpense.

Video​

Tutorial​

The first step to create an expense is to go to the Expenses on the Dashboard:

home-expenses.png

Now you need to click one of your expenses that you're wanting to clone.

expenses-box.png

To clone an expense you need to click the Clone Expense button.

clone-expense-button.png

When you clicked the Clone Expense button it's going to make sure you meant to click it with a confirmation alert. Just click the blue button.

clone-expense-confirm-alert.png

You should now see the expense in the all-expenses box.

cloned-expense-box.png

Congrats you have now cloned the expense!

Delete Expense

About​

Going to show you how to delete an expense in Goalpense.

Video​

Tutorial​

The first step to create an expense is to go to the Expenses on the Dashboard:

home-expenses.png

Now you need to click one of your expenses that you're wanting to delete.

expenses-box.png

To delete an expense you need to click the Delete Expense button.

delete-expense-button.png

When you clicked the Delete Expense button it's going to make sure you meant to click it with a confirmation alert. Just click the blue button.

delete-expense-confirm-alert.png

You now should not see the expense in the All Expenses box.

deleted-expense-box.png

Congrats you have now deleted the expense!