{"id":7479,"date":"2021-12-01T00:01:56","date_gmt":"2021-12-01T00:01:56","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7479"},"modified":"2026-05-17T05:33:20","modified_gmt":"2026-05-17T10:33:20","slug":"how-to-add-an-expense-or-income-in-cash-flow","status":"publish","type":"post","link":"https:\/\/bookipi.com\/ja\/guides\/invoice-mobile-app\/how-to-add-an-expense-or-income-in-cash-flow\/","title":{"rendered":"How to add an expense or income in cash flow"},"content":{"rendered":"<div class='intercom-article'>\n<h2 class='intercom-article-subheading'>Learn how to add an expense or income in Bookipi Invoice mobile app &#8211; cash flow feature<\/h2>\n<h1 id=\"h_8e399cc06b\">How to add an expense or income in cash flow<\/h1>\n<p class=\"no-margin\">Learn how to add an expense or income in the cash flow feature<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"intercom-align-center no-margin\"><i>Please note that the cashflow feature is currently only available for users who are in the AU and US<\/i><\/p>\n<\/div>\n<hr>\n<p class=\"no-margin\">In the following tutorial we will show you:<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"#h_3cb3ea210f\" target=\"_blank\" class=\"intercom-content-link\">How to add an expense<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_d2a81f9e2c\" target=\"_blank\" class=\"intercom-content-link\">How to add income<\/a><\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"#h_a2dfc71951\" target=\"_blank\" class=\"intercom-content-link\">How to include invoice transactions as an income stream<\/a><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_158160c1ae\" target=\"_blank\" class=\"intercom-content-link\">How to view transactions for different months<\/a><\/p>\n<\/li>\n<\/ul>\n<hr>\n<h3 id=\"h_2fea45d0e7\"><b>How to add an <i>expense<\/i><\/b><\/h3>\n<h4 id=\"h_a303f7f4fd\"><b>Step 1<\/b>: Tap &#8216;<b><i>More&#8217;.<\/i><\/b><\/h4>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/1c42edbfad50858a95688a0b04857b87f53782285b483298bb4584309318ecc7.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 1\" class=\"intercom-img-portrait\"><\/div>\n<h4 id=\"h_5cbb2865b6\"><b>Step 2<\/b>: Tap &#8216;<b><i>Cashflow&#8217;.<\/i><\/b><\/h4>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/93abdf99ea693bff3a9a50ab9bd67e64cf871c812d852bbe92b8ca33ace9c66f.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 2\" class=\"intercom-img-portrait\"><\/div>\n<h4 id=\"h_6dc0d2f25d\"><b>Step 3<\/b>: Tap &#8216;<b><i>Accounts&#8217;.<\/i><\/b><\/h4>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/5dec37b2f1e14ba0c4cfd35962f0bdc92e4214dfc2541d783c99ce568e68a603.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 3\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h4 id=\"h_ec7090a592\"><b>Step 4:<\/b> Select your <i>Cash Account.<\/i><\/h4>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/7aa97d8ab69e944f23ac01feb7791b29dac13e673a3206eac73f2ee4f5f3c5a8.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 4\" class=\"intercom-img-portrait\"><\/div>\n<h4 id=\"h_e0f5cfa5e1\"><b>Step 5: <\/b>Tap the + button .<\/h4>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/0610b4c8075d0ff89e20859eeb3af0a18b4f5017b618c0afcc88270fd579aacd.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 5\" class=\"intercom-img-portrait\"><\/div>\n<h4 id=\"h_91c3642ea3\"><b>Step 6:<\/b> Tap <b><i>&#8216;Expense&#8217;<\/i><\/b> .<\/h4>\n<p class=\"no-margin\">Input the expense amount, select the category, add a note, or even <a href=\"https:\/\/www.bookipi.com\/university\/how-to-take-a-photo-of-your-receipts-for-your-transactions-in-the-new-cash-flow-feature-on-the-bookipi-invoice-app\" target=\"_blank\" class=\"intercom-content-link\">take a photo of the receipt by selecting the camera icon.<\/a><\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/a8ddc0ff0d4c134f755561c9b9bed038e2e16f820d99e0c4becc030c155ce4f6.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 6\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h4 id=\"h_c474bf30ca\"><b>Step 5:<\/b> Tap &#8216;<b><i>Save&#8217;.<\/i><\/b><\/h4>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/608efbeff757e8607bf98c5031977e45e40df2f40e9989b62118d19233caa7de.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 7\" class=\"intercom-img-portrait\"><\/div>\n<hr>\n<h3 id=\"h_44ba188337\"><b>How to add income<\/b><\/h3>\n<h4 id=\"h_67423e397c\"><b>Step 1: <\/b>Tap the + button.<\/h4>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/0610b4c8075d0ff89e20859eeb3af0a18b4f5017b618c0afcc88270fd579aacd.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 8\" class=\"intercom-img-portrait\"><\/div>\n<h4 id=\"h_d11ae30cc2\"><b>Step 2: <\/b>Tap &#8216;<b><i>Income&#8217;<\/i><\/b><\/h4>\n<p class=\"no-margin\">Input the amount, the category, a note, or <a href=\"https:\/\/www.bookipi.com\/university\/how-to-take-a-photo-of-your-receipts-for-your-transactions-in-the-new-cash-flow-feature-on-the-bookipi-invoice-app\" target=\"_blank\" class=\"intercom-content-link\">add a photo<\/a>.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/b47a65ac27b98269a4a409dd7d73563197d689de6da1d6ddb4da855754a85f02.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 9\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h4 id=\"h_194d028447\">S<b>tep 4: <\/b>Click &#8216;<i>Save&#8217;.<\/i><\/h4>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/15f3c9309b8340b6e543377cd4fa63f6c5cc8574dce3639087f4587194e4a3ec.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 10\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<hr>\n<h3 id=\"h_a259a28734\">How to include invoice payments as an income stream<\/h3>\n<p class=\"no-margin\">When an invoice is paid, the transaction will automatically be recorded in your cash wallet as an income by invoice number.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/de524bc43a5bb37ac4c71f3c6d4a457d231711c1e304605acbb762e24cd28e43.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 11\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<hr>\n<p class=\"no-margin\">\n<h3 id=\"h_d04f4f3527\">How to view transactions for different months<\/h3>\n<p class=\"no-margin\">You can also view transactions for different months by selecting the top arrows.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/c3a20e8cf0abf2a824234b601d75c6ac26bf74b0d4a52cc8a8d6a0b087824cca.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 12\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Select <b><i>&#8216;This month&#8217;<\/i><\/b> to bring the transaction view back to the current month.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/1c1e44b2fd19d408c123602b311d21b64285f60a89393af1c106ca984e9c7cae.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to add an expense or income in cash flow - 13\" class=\"intercom-img-portrait\"><\/div>\n<hr>\n<p class=\"no-margin\">\n<h3 id=\"h_7228025712\"><b>More user guides for Bookipi Invoice mobile app &amp; our cash flow feature<\/b><\/h3>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">Learn how to use Bookipi Invoice on mobile app<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\">Read our user guides for Bookipi Invoice on web app<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"https:\/\/bookipi.com\/guides\/bookipi-subscriptions\/\" target=\"_blank\" class=\"intercom-content-link\">Get the full feature version of Bookipi Invoice on both web app &amp; mobile app<\/a><\/p>\n<\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to add an expense or income in Bookipi Invoice mobile app &#8211; cash flow feature<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"manage cash flow","_yoast_wpseo_title":"How To Add Expenses & Income To Your Cash Flow | Bookipi App","_yoast_wpseo_metadesc":"Manage your business cash flow with Bookipi Invoice Cash Flow feature. 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