Learn how to use wallets and add expenses in Bookipi Expense app

How to use wallets and add expenses

In the Bookipi Expense app, wallets are like categories. You can separate your business expenses from your personal expenses.

Learn how to create a new wallet and add an expense with our step-by-step video guide below:

How to create a new wallet:

Step 1: Access Wallet home page

Navigate to the Wallet Home Page to add a new wallet

Step 2: Add a New Wallet

Tap on ‘+ Add wallet’

Step 3: Create a New Wallet

Select ‘Create a new wallet’ button

Step 4: Name and Set Category

Enter a name for your wallet, then set the category to ‘Personal’ or ‘Business’

Step 5: Save Your Wallet

Tap ‘Save’ to confirm and save your new wallet.

You have now successfully created a wallet.

How to add an expense:

Step 1: Choose a Wallet

Select the wallet where you want to add an expense.

Step 2: Add a New Expense

Tap the red Add icon at the upper right.

Step 3: Enter Amount

Input the amount, then tap ‘Expense’ at the bottom of the screen.

Step 4: Select a Category

Choose the relevant category, such as ‘Travel’.

Step 5: Add Merchant and Notes

Optionally, enter a reference in the ‘Merchant’ field (e.g., store name) and additional details in the ‘Note’ field (e.g., plane tickets).

Step 6 (Optional): Attach Receipt or Photo

Tap the Camera button to add a receipt or photo for reference.

Step 7: Save Expense

Tap the ‘checkmark icon’ in the top right corner to save the expense you’ve entered.

Your expense has been successfully added.

Discover more tutorials for Bookipi Expense mobile app

Discover more tips on how to get the most out of Bookipi Expense mobile app with our Bookipi Expense guides.

Need to send invoices with ease? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.