How to use wallets and add expenses

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

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: Go to the Wallet home page, by tapping on the top left ‘Wallet’ button.

Step 2: Tap on ‘Add wallet’ button.

Step 3: In the Name section, enter a name for your wallet.

For example, ‘Vacation – Korea’. Then, select whether it’s a business or personal wallet.

Step 4: All done! Now it’s time to add in your expenses.

How to add an expense:

Step 1: Select the Wallet you want to add an expense to

Step 2: Tap on the red ‘Add‘ icon.

Step 3: Select ‘Expense’ or ‘Income’ at the top.

Step 4: Enter the amount and select your category. For example, select ‘Travel’.

Step 5: Enter a note or reference (e.g. store name). For example, ‘Plane tickets’.

Step 6 (Optional): Press the Camera button to add a receipt or photo for reference.

Step 7: Tap on the ‘Save‘ button on the top right.

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.

Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.