Expenses overview

The Expenses module tracks where money goes, for one person or a whole family. It’s built to grow from a simple single-person budget to a full family ledger with kids’ activities.

What you can do

• Record expenses by amount, category and date, with an optional note and receipt.
• Categorise spending into standard categories (see Expense categories).
• Set budgets per category over a week, month, quarter or year.
• Visualise spending with charts and trends.
• Pull in receipts from the inbox via OCR.

Where expenses come from

Expenses arrive from three places, which keeps everything consistent:

1. Manual — you add one directly.
2. Tasks & ECA — a task with a cost (like a tuition fee) flows in automatically.
3. Inbox — a shared receipt is triaged into an expense with OCR pre-filling the amount.

Roles

Expenses and budgets are manager-only (owner or admin). Members and helpers can add expenses but don’t manage budgets. See Roles & permissions.

Next

• Track expenses
• Budgets