How to add & edit cashflow expenses

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Your cashflow expenses are set up from your budgets, then you can adjust them. You can also add expenses here without linking them to a budget.

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Money marked as a savings category is not treated as spending in cashflow leftover. Savings is leftover plus those set-asides. Read How savings categories work.

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1. Adding expenses

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There are two ways to add an expense:

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• From a budget - when you create an expense budget, we add that monthly amount to your cashflow forecast
• Manually - tap Edit your cashflow, then the + next to your expenses. Enter the name, amount, and how often. You can link it to a budget if you want

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If you have a one-off expense, use the same add screen and set How often? to one-off. It only appears in the month of the start date.

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When you transfer money into savings, categorise only the everyday-account outflow as your savings category. Leave the matching credit as Transfer so you don't double-count it.

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2. Total expenses

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Once budgets and any extra expenses are in, you'll see your total expenses at the bottom of the expense section.

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3. Edit your expenses

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Tap the pencil next to an expense line to open the edit screen.

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You can change the name if it isn't linked to a budget, the amount, and how often it occurs.

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• Edit details - updates every month
• Edit just this month - changes only the month you're looking at

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Editing a cashflow line that is linked to a budget does not change the budget itself. Tap Update when you're done.

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4. Delete an expense

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Open the expense and tap the bin icon in the top right, then confirm.

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For the wider picture, read Cashflow feature overview.

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You're all ready to go 🎉

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Woohoo! You now know how to add and edit expenses in cashflow. If you run into any issues, feel free to get in touch with us at hello@budgetbuddie.co.nz

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