💸 Two simple ways to add your expenses
You can easily add expenses in two places: directly from your Banking tab or from the Expenses tab. Let’s walk you through both options! 👇
From the Banking tab:
Head to the Banking section.
Hover over the transaction you want to turn into an expense.
Tap the + icon.
Double-check the details.
If needed, make any tweaks.
Hit Save to record it.
Linking your bank transactions is totally optional! It’s a super handy way to get a clearer picture of your finances, but don’t worry—it doesn’t affect your tax returns. Only the expenses and revenues you’ve added will be used for your tax calculations.
From the Expenses tab:
Go to the Expenses tab.
Tap the + icon or click on 'Upload new expense'.
Choose your preferred upload option:
Scan document: Take a quick photo of the expense and tap Save.
Upload from gallery: Pick an image from your phone.
Import document: Import from your phone or cloud.
Import from email: Send expenses directly to expenses@accountable.eu.
Double-check the details.
If needed, make any adjustments.
Tap Save to record it!
💳 Link your expense to a bank transaction
When you import an expense with a connected bank account, Accountable will automatically link it to the most likely payment. You can easily approve it or manually select the right bank transaction.
To link it manually:
In the Additional information section, click the dropdown under How was this expense paid?
Choose from:
Paid by cash
Paid by another account
Or select from your bank payments
Hit Save to finish!
Linking Multiple Expenses?