Overview of the Expenses

The Expenses section in TenantBooks allows you to track, manage, and organize all property-related expenses in one place. This guide will help you make the most of the Expenses feature.

1. Expenses Overview

• Expenses Table: View all expenses in a clear table format, displaying:

  • Description

  • Category (e.g., Maintenance, Utilities, Legal, Taxes)

  • Amount

  • Date

  • Associated Property

  • Receipt status

• Search Bar: Quickly filter expenses by typing in a description, category, or property name.

• Add Expense Button: Click "+ Add Expense" to record a new expense.

• Download CSV: Export all expense records for reporting or accounting.

2. Adding a New Expense

• Click Add Expense in the top right.

• Fill in the form with:

  • Property: Select the property the expense is associated with.

  • Amount: Enter the expense amount.

  • Date: Choose the date of the expense.

  • Category: Pick a category (Maintenance, Utilities, Taxes, Insurance, Repairs, Advertising, Legal, Management, Other).

  • Description: Add details about the expense.

• Click Create to save the expense.
  

3. Managing Expenses

• Edit or Delete: Use the actions menu (three dots) next to each expense to edit or remove entries as needed.

• Receipt Tracking: See whether a receipt is attached for each expense. (Currently, "No receipt" is shown if none is uploaded.)

• Search & Filter: Use the search bar to quickly find specific expenses by keyword or category.

4. Exporting Expenses

• Click Download CSV to export all expense data for further analysis or sharing with your accountant.

5. Tips for Efficient Expense Management

• Categorize expenses accurately for better financial tracking and reporting.

• Attach receipts when available to keep your records complete.

• Regularly review expenses to monitor spending and identify potential savings.

• Export expense data periodically for backups or tax preparation.

• Use search and filters to quickly locate expenses by property, category, or date.