Track expenses

Add an expense

1. Go to Expenses in the sidebar.
2. Click Add Expense.
3. Enter the name, amount, date, and category (venue, supplies, utilities, marketing, events, admin, or other).
4. Optionally link the expense to an event or meeting.
5. Upload a receipt file if you have one.
6. Click Save.

Recurring expenses

For expenses that repeat (like rent or software subscriptions), set the recurrence to monthly, quarterly, or annual. The expense will be tracked automatically.

View your financial picture

The Financial Summary page combines your income (collected dues) and expenses to show your net position, broken down by category and over time.