Direct answer
Add the expense title, amount, date, category, payment method, and any helpful description. Choose a category that supports later decisions rather than creating unnecessary detail.
At a glance
- Use clear transaction titles.
- Record the actual purchase date.
- Attach images only when useful.
Step-by-step method
- Open the expense form. Choose the expense option from the application’s add flow.
- Enter the core details. Add title, amount, date, and the correct currency context.
- Choose or create a category. Use a stable category such as Groceries, Utilities, Transport, Education, or Health.
- Add optional context. Description, location, tags, recurrence, and an image can help when the transaction needs explanation.
- Save and review. Confirm the record appears in the correct personal or family scope.
Practical example
For an electricity payment, use a title such as Electricity bill – August, select Utilities, enter the payment date and amount, and include a note only if the bill was adjusted or disputed.
Put this into practice
Apply the guide first with one real record or a small test category, then confirm that totals, dates, permissions, and reports look correct before entering a larger history. Keep exports securely, use descriptive names, and give family access only to people who genuinely need the shared information.