Expenses

The Expenses page tracks business spending — categorize costs, attach receipts, link customers, and export reports.

In Beentara:

• Path: Finance → Expenses (/expense)
• Permission: finance.read

Expenses — summary metrics, list, and Add expense

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Opening the page

1. Open Finance → Expenses.
2. Or go to /expense.

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Page layout

Area	What it does
Summary metrics	Totals by period — click to filter
Toolbar	Search, date filter, overflow menu
Expense list	Rows with amount, category, date, actions
Add expense	Create new expense records

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Add an expense

1. Click Add expense.
2. Enter type, date, amount, and category.
3. Optionally link a customer and upload a receipt image.
4. Save.

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Filter, search, and export

Control	Purpose
Date filter	Limit list to a period
Search	Find by description or category
Overflow menu	Import/export Excel, refresh

Use summary cards for quick totals — e.g. month-to-date spending.

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Bulk actions

Select multiple expenses to bulk delete where permitted. Confirm before removing historical records.

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End-of-day routine

Record cash and UPI business expenses the same day for accurate finance reporting. Pair with Daily admin routine.

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Related guides

Feature	Guide
Wallet	Wallet
Dashboard	Dashboard

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Frequently asked questions

How do I track expenses in Beentara?

Open /expense, click Add expense, fill date, category, amount, and save — use summary cards for totals.

Can I export expenses?

Yes — use the overflow menu Export option to download Excel data.