How to add an expense in Bookipi mobile app

Learn how to add an expense or income in the Cash flow feature of Bookipi’s mobile app. 

Please note: that the cashflow feature is currently only available for users who are in the AU and US

Steps to add an expense in Bookipi mobile app

Step 1: Go the Accounts in Bookipi’s Cash Flow

Select ‘Accounts‘

 

Step 2: Choose an amount

Select your cash account

 

Step 3: Add an expense

Select the + button

Input the amount, select the category, add a note, or even take a photo of the receipt by selecting the camera icon.

 

Step 4: Save changes

Click ‘Save‘

How to add income

Step 1: Select the + button

Step 2: Select Income

Step 3: Customize income details

Input the amount, the category, a note, or add a photo.

 

Step 4: Click ‘Save’

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How to include invoice payments as an income stream

When an invoice is paid, the transaction will automatically be recorded in your cash wallet as an income by invoice number

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How to view transactions for different months

You can also view transactions for different months by selecting the top arrows.

Select “This month” to bring the transaction view back to the current month

Learn how to use Bookipi Invoice mobile app & more​

• Learn how to use Bookipi Invoice on mobile app
• Read our user guides for Bookipi Invoice on web app
• Get the full feature version of Bookipi Invoice on both web app & mobile app