Creating and Editing Expenses

Creating a New Expense

To add an expense or income record:

1. Go to the Expenses section in the sidebar
2. Click the + (Add) button
3. The creation form will open

Form Fields

Field	Description	Required
Date and time	When the transaction occurred	Yes
Type	Fact, Plan, or Transfer	Yes
Currency	RUB, USD, EUR, etc.	Yes
Amount	Transaction cost	Yes
Category	Expense or income type	Yes
Name	Brief description	No
Notes	Additional information	No

Quick Entry

In addition to manual entry, there are three quick methods:

• Voice input - click the microphone icon next to the “Name” field. More: Voice Input
• Receipt QR code scanning - click the camera icon. More: Receipt Scanner
• PDF receipt upload - upload an electronic receipt in PDF format

Amount Sign

The amount sign is determined automatically by the selected category:

• Expense categories (Food, Transport, etc.) - amount will be negative (deduction)
• Income categories (Salary, Freelance, etc.) - amount will be positive (deposit)

You don’t need to add a minus sign manually - just enter the number.

Editing

To edit an existing record:

1. Find the record in the expense list
2. Click on it (on mobile) or click the edit button (on desktop)
3. Modify the needed fields
4. Click Save

Deleting

To delete a record:

1. Open the record for editing
2. Click the Delete button
3. Confirm the action in the dialog

Warning

Deletion is irreversible - the record will be permanently deleted.

Receipt Duplicates

If you scan the same receipt again, the app will warn you about a duplicate. You can:

• Cancel - don’t create a duplicate
• Save anyway - create the record even if the receipt was already added

Managing Categories

You can create custom categories:

1. In the expense list, find the category settings icon
2. Click Add Category
3. Specify:
   • Category name
   • Type: expense (-) or income (+)
4. Click Save

Custom categories can be edited and deleted. System categories cannot be deleted.