Where do I go to enter a new expense under an existing category in Bizplan? What steps do I follow to add a detailed expense to a category in my financials? How can I add a specific expense item within an expense category in my plan?
Bizplan allows you to organize your financial data by grouping expenses under categorized sections making it easier to track and manage various cost types.
Steps to Add an Expense
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Log in to your account and go to the builder.
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Click on Finance in the left-hand navigation menu.
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Select the Expenses tab at the top of the page.
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Click to open the expense category where you'd like to add a new expense.
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At the bottom of the list, click the + Add Expense link.
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Enter a Title for the expense.
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Choose an Expense Type from the dropdown list (e.g., Auto, Bad Debts, Bank Charges).
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Input the Amount, set the Timeframe and Start Date, and specify any Variation if needed.
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Click Save to finalize the entry.
Notes
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You can add as many expenses as needed within each category.
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All changes are saved automatically once you hit Save.
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Organizing by category is useful for reporting and visualizing recurring and one-time costs.
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You can always edit or remove individual expenses later.