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How to add an expense

Adding expenses in Accountable is quick and easy, whether you’re on the mobile app or web. Here’s how!

Jennifer avatar
Written by Jennifer
Updated today

You have two easy ways to add expenses: directly from your Banking tab or from the Expenses tab.

From the Banking tab

  1. Go to the Bank tab.

    • Hover over a bank transaction you would like to create an expense form

    • Tap the + icon

  2. Review the details

    • If needed make any necessary adjustments.

  3. Tap Save to record it.

Linking your bank transactions is completely optional. It’s a great way to get a better overview of your finances, but it doesn’t impact your tax returns. Only the revenues and expenses you’ve added will be included in your tax calculations.

From the Expenses tab

  1. Go to the Expenses tab.

    • Tap the + icon or click on 'upload new expense'.

    • Upload your document or choose one of the following:

      • Scan document: Take a photo of the expense and tap Save.

      • Upload from gallery: Select an image from your phone.

      • Import document: Import from your phone or cloud.

      • Import from email: Send expenses directly to expenses@accountable.eu.

  2. Review the details

    • If needed make any necessary adjustments.

  3. Tap Save to record it.

Link your expenses to a Bank Transaction

When importing an expense with a connected bank account, Accountable will automatically link it to the most likely payment. You can then approve or select the right bank transaction manually.

To link it manually:

  1. In the Additional information section, click the dropdown under How was this expense paid?.

  2. Choose to mark it as Paid by cash, Paid by another account, or select from your bank payments.

  3. Click Save to finish.

Linking Multiple Expenses?

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