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.
