What information do I need to log an expense?

A: You’ll need to:

  • Set or confirm the IRS category.
  • Select the date the expense occurred (future dates are not allowed).
  • Enter the expense amount.
  • Add details (e.g., vendor name, purpose of purchase, etc.).
  • (Optional) Use the Manage Media button to take or upload a photo of the receipt and attach it to the expense.
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