WisExpenseOpen the app
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Record your first expense

Write down money you spent, in a wallet, with its category and amount.

Show steps for

Recording an expense keeps your wallet’s balance right and feeds your budgets and reports.

Before you start

You need a wallet. Create your first wallet if you haven’t yet.

Steps

Web

The new transaction form of the web app, with the type, wallet, category and amount fields and the Save button. 1: Check that Expense is selected; 2: Choose the Wallet the money came from; 3: Choose a Category; 4: Type the Amount; 5: Select Save; 6: Check the DATE, then choose the WALLET and the CATEGORY.The new transaction form of the web app, with the type, wallet, category and amount fields and the Save button. 1: Check that Expense is selected; 2: Choose the Wallet the money came from; 3: Choose a Category; 4: Type the Amount; 5: Select Save; 6: Check the DATE, then choose the WALLET and the CATEGORY.
  1. Select + Transaction on the home screen or on a wallet.
  2. Check that Expense Marker 1 is selected.
  3. Choose the Wallet Marker 2 the money came from.
  4. Choose a Category Marker 3.
  5. Type the Amount Marker 4.
  6. Select Save Marker 5.

Mobile

The new transaction screen of the mobile app, with the type selector, the date and the amount field. 1: Check that Expense is selected; 4: Type the amount; 6: Check the DATE, then choose the WALLET and the CATEGORY.The new transaction screen of the mobile app, with the type selector, the date and the amount field. 1: Check that Expense is selected; 4: Type the amount; 6: Check the DATE, then choose the WALLET and the CATEGORY.
  1. Tap + Transaction on the home screen.
  2. Check that Expense Marker 1 is selected.
  3. Check the DATE Marker 6, then choose the WALLET and the CATEGORY.
  4. Type the amount Marker 4.
  5. Tap Save.

Needs the Premium plan

To fill the form from a photo of a receipt, use Scan receipt. It needs the Premium or Collaboration plan. See Scan a receipt.

What you see

The expense appears under Transactions, and the wallet’s balance goes down by the amount.

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