Finance & Expenses
Expense Management: Track Costs, Categories and Cash Position
2 min read
Expenses make your profit honest. Record salaries, rent, packaging, utilities and ad-hoc costs by category, mark them paid or unpaid, flag recurring items, and watch them flow straight into your net profit and cash-position figures.
Categories and recurring costs
Group expenses (salary, rent, miscellaneous and more) and flag the recurring ones so you can separate fixed monthly overhead from one-off spend in your reports.
Paid vs unpaid
Mark each expense paid or unpaid. Unpaid expenses are surfaced as an alert and feed your cash position, so you know what is still outstanding.
From expenses to net profit
Expenses are subtracted from gross profit to give net profit in your P&L. Paid expenses also reduce your net cash position alongside COD collected.
Step-by-step
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1
Open Expenses
Go to the expenses area in the sidebar.
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2
Add an expense
Enter the amount, category, date and whether it is paid.
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3
Flag recurring items
Mark monthly costs like salary and rent as recurring.
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4
Review impact
See expenses reflected in net profit and cash position.
Frequently asked questions
Do expenses affect gross profit?
No — gross profit is revenue minus COGS. Expenses reduce net profit, the line below.
Why does this month show a loss early on?
Fixed costs booked at the start of the month can exceed a few days of revenue; the picture balances as the month progresses.
Can I track what I still owe?
Yes, unpaid expenses are totalled and flagged for you.
Troubleshooting
An expense is missing from a report.
Check its date falls inside the report’s range; expenses are filtered by expense date.
Net profit looks too low.
Large one-off or recurring expenses in the period reduce net profit — review the expense list.
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