Track event expenses

Enable Track expenses for the event and open Expenses. Prepare shared categories in Lookup Tables.

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Record an expense

1. Choose the add-expense action.
2. Enter the vendor and optional memo.
3. Select the category, enter the amount, and set the date incurred.
4. Choose Pending for an unpaid commitment or Paid for a cost already paid.
5. Save and check the expense list and Committed/Paid totals.

Recording an expense tracks the cost; it does not send a payment to the vendor.

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Maintain the list

Use Edit to correct an entry. Review the event and expense before deleting a mistaken duplicate. Keep a consistent distinction between pending commitments and paid costs so the totals remain meaningful.

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Troubleshooting

If a category is missing, check the shared expense categories and Events availability. If the total differs from your bank records, compare statuses and incurred dates and check for duplicates. Review the event’s reports for the broader financial picture.