Creating & Editing Expenses

Creating & Editing Expenses



Create my first Expense

Creating Expenses

Expenses is available on Web, iOS, and Android. On the web:

  1. Click on the "Expenses" tab at the top of the page.
  2. Click "Create an Expense".
  3. Choose what you're saving for, how often you need to pay, when you need the money saved by, and how much you're saving.
  4. Click "Create Expense".

Editing Expenses

From the same Expenses tab, you can edit your existing Expenses. To change the name or amount of the Expense:

  1. Click on the Expense.
  2. Click "Edit Expense" at the bottom of the side panel.
  3. Make your changes, and click "Update Expense".

You can also edit any other other details of an Expense by clicking the blue arrow next to the detail you want to change.

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Deleting Expenses

Once you're ready to delete an Expense, navigate to the Expenses tab, click on the Expense you need to delete, click "Edit Expense", and then click the red "Delete Expense" button.

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Creating Expenses

  1. Once you're logged in, tap on the Expenses tab at the bottom of your screen (it looks like a calendar.)
  2. Tap "Add" in the upper right-hand corner.
  3. Name your Expense, when you need the funds by, how often you need to pay, and how much you need to save.
  4. Tap the blue "Create" button to save your Expense. That's it!

Editing Expenses

  1. Tap the Expense you want to edit.
  2. From the details page, tap on the detail you want to update to edit.

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Deleting Expenses

  1. Tap on the Expense you want to delete.
  2. Scroll to the bottom of the Expense detail page.
  3. Tap "Delete".
  4. Confirm the deletion by tapping "Delete" on the next page.

Creating Expenses

To create an Expense on Android:

  1. Once you're logged in, swipe right to open the menu sidebar.
  2. Tap "Expense".
  3. Tap the blue "+" in the lower right.
  4. Name your Expense, when you need the funds by, how often you need to pay, and how much you need to save.
  5. Tap the arrow next to the amount you're saving to create the Expense. That's it!

Editing Expenses

  1. Tap the Expense you want to edit.
  2. From the details page, tap on the detail you want to update to edit.

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Deleting Expenses

  1. Tap on the Expense you want to delete.
  2. Tap the three vertical dots in the upper right.
  3. Tap "Delete".
  4. Confirm the deletion by tapping "Remove Expense".
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