How to Create an Expenses Entry

1. Go to “Expenses”

   Access the Expenses section from the sidebar menu on your dashboard.

2. Click “Add Expenses”

Tap the “Add Expenses” button located in the top-right corner of the Expenses page.

3. Upload a Receipt

Drag and drop your receipt file into the upload box.

(Use a sample receipt if needed for testing.)

4. Review Extracted Data

The system auto-fills details like date, amount, and merchant.

Check the entries and make any necessary edits.

5. Select Expense Category

Choose the appropriate IRS-compliant category from the dropdown list.

6. Click “Add”

Confirm the entry by clicking “Add”

7. ✅ Done!

Your expense is now saved and listed on the Expenses page for future reference or tax filing.