How to use wallets and add expenses

How to track expenses and group expenses

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

Create a new ‘wallet’ or category of expenses. Then, add an expense with our step-by-step video guide below:

How to add and track expenses on mobile app

Step 1: Select a category of expenses

Add expenses to different categories of expenses or ‘wallets’

Step 2: Add an expense

Tap on the red ‘Add‘ icon.

Step 3: Choose ‘expense’

Categorize the item as an ‘Expense’ or ‘Income’.

Step 4: Enter the expense amount

Enter an amount. Then, select your category. For example, select ‘Travel’.

Step 5: Enter a note or reference

For example, ‘Plane tickets’.

Step 6: Add a receipt or photo

As an optional step, you can press the Camera button to add a receipt or photo for reference.

Step 7: Save changes

Tap on the ‘Save‘ button on the top right.

Steps to make a category of expenses or ‘wallet’ in Bookipi expense app

Step 1: Tap on the ‘Wallet’ button in the top left

This takes you to the Wallet section where you can view the names of different expense categories.

Step 2: Tap on ‘Add wallet’ button

Add a new ‘wallet’ which functions like a category of expenses.

Step 3: Enter a name for your wallet

Name your wallet in the Name section. For example, ‘Vacation – Korea’.

Step 4: Mark the wallet as business or personal

All done! Now it’s time to add in your expenses.

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