Analytics

Tracking Your Expenses

Log a business expense — by hand or by photographing a receipt — and see it in your running list.

1. Open Analytics

   Expenses lives under the Analytics submenu, even though it opens on its own tab.

2. Click Analytics, then Expenses

   Expenses is the third row in the Analytics submenu — it opens straight to your general expenses.

3. Add an expense — by hand or by receipt photo

   Fill in vendor, amount, category, and date yourself, or click “Upload a Receipt” and let Primzy read the amount, vendor, and category off the photo for you.

4. Every expense you log shows up in the list

   Tap a row to edit it. The total at the top always reflects your selected date range.

5. Deleting one asks you to confirm first

   This can’t be undone — click Delete to remove it for good, or Cancel to back out.