How to add & edit cashflow expenses

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Your cashflow expenses get set up based on what you enter for your budgets, and then you can make adjustments from there to suit your needs. You can also add expenses manually in the cashflow feature without having to link to a budget. 

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1. Adding expenses

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Just like adding income to your cashflow, there are two ways to do it. We'll go into detail on the two options below:

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The first way is when you create a budget. We'll calculate your monthly budgeted amount and then add that to your cashflow as an expense.

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Alternatively, you can also add an expense by tapping the + symbol to the right of 'Your expenses'. Once you open Add Your Expense, you'll see a similar-looking screen to when you create a budget, where you'll need to enter your expense name, amount, and how often it occurs. You can choose to link this to a budget as well.

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Adding one off expenses

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If you have a one-off expense that you're expecting, you can add this by going into the add expense screen and then entering your details. Once you get to the 'How often?' field, simply select the one off option and then select the date you'd like it to occur on and then select 'Add expense' down the bottom.

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This will then add the expense amount only for the month the start dates falls in under 'Pick a start date'.

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2. Total expenses

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Once you enter all your details manually, or if expenses have been automatically added by creating budgets, 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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To edit your expenses, simply tap on the pencil to the right of each expense you've set up. You'll then see the edit expense screen.

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4. Edit your details

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Once you're in the edit expense screen, you'll be able to edit your name if it's not linked to a budget, the amount, and how often it occurs. Changes under 'edit details' will be updated across all months. If you'd like to edit the amount for a single month without affecting the other months, you can edit the amount under 'Edit just this month'. Once you've finished making your changes, select the 'Update' button at the bottom of the screen.

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If you're editing details for an expense that's linked to a budget, this does not update your details in the budget feature.

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5. Deleting an expense

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To delete an expense, simply select the bin icon in the top-right corner. Once selected, a pop-up will appear to confirm you'd like to delete the expense.

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You're all ready to go 🎉

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

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