> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.eazyjewel.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.eazyjewel.com/_mcp/server.

# Expenses

> Record shop expenses, watch them on the dashboard, set budgets, and set up expense categories and ledgers.

## Add an expense

**Menu:** Accounts → Finance → Expense

Click **Add Expense**.

![Add New Expense](/_fern-files/_img/b968206094a60575d9695d7422fa76ebe91b667287d224d032b310a407fbd84e.webp)

| Field                      | What to enter                                                         | Example     |
| -------------------------- | --------------------------------------------------------------------- | ----------- |
| Category \* / Sub-Category | What it is for                                                        | Electricity |
| Expense Ledger \*          | The account                                                           |             |
| Series / Voucher No        | Default Payment / filled in                                           | PAY0001     |
| Amount \*                  |                                                                       | ₹6,400      |
| Date \*                    | Today by default                                                      |             |
| Vendor / Merchant          | Who you paid                                                          | TNEB        |
| Reference / Invoice #      | Bill number                                                           |             |
| Payment Method(s)          | Cash, Bank Transfer, Card or UPI. Turn on **Split** for more than one | Cash        |
| Notes                      |                                                                       |             |

Click **Save Expense**, or **Draft** to finish later.

## Expense dashboard

**Menu:** Accounts → Finance → Expense Dashboard

![Expense Dashboard](/_fern-files/_img/ce46651c4333bc62bf8206fbf2ba5a09cc8682aabff1d9a92a2a9abdc52921d1.webp)

Cards show **Total Expense**, **Current Month**, **Budget Utilized** and **Total Transactions**. **Expense Analytics** compares actual against budget by month, and **Category Progress** shows each category. Pick the FY and date range at the top.

## Budget

**Menu:** Accounts → Finance → Expense Budget

Click **Add Budget** to open **Allocate Budget**.

![Allocate Budget](/_fern-files/_img/0c25d1b18afc9627a8508d02ffd3eecb380d321e5279f12cc37ae0a1945c3bfd.webp)

Use **Single Entry** or **Bulk Monthly Allocation**. Fill Financial Year \*, Category \*, Sub-Category (optional), Budget Period \* (YEARLY), Budget Amount (₹) \* and Notes. Click **Confirm Allocation**.

## Categories

**Menu:** Accounts → Finance → Expense Category

![Add Category](/_fern-files/_img/92c65ae000f8481f3974e666e89cb39674651583a4fef73a5b24e3d924c62ee6.webp)

Category Name \*, Category Code, Expense Ledger, Max Amount Per Txn, **Approval required** and Description.

## Subcategories

**Menu:** Accounts → Finance → Expense SubCategory

![Add SubCategory](/_fern-files/_img/c504c5e06bb591d04f8c14faac9b5a62e38c89bb9f26d0cd34301547faeca901.webp)

Expense Category \*, SubCategory Name \*, SubCategory Code, Expense Ledger, Max Amount Per Txn (blank = category's), Description and **Approval Required?** (Same as category).

## Expense ledgers

**Menu:** Accounts → Finance → Expense Ledger

![Create Expense Ledger](/_fern-files/_img/7341993a99cf1c6398dbe069310094963cd4b85fc952d4326bdc3060da08905e.webp)

Ledger Name \*, Print Name, Ledger Group \*, **GST Applicable**, **Reference No Required** and **Auto Approval (Override)**.