Expense Overview

Michael Nwuzor

Last Update há um ano

The Expense Overview section offers a clear and structured summary of all recorded expenses. It helps users monitor their financial activities across various categories such as Living Expenses, Utilities, Housing, Transportation, and Personal Needs.


Key Features:
  • Add Expense Button:
    Allows users to quickly log a new expense. Users can input details such as description, business type, expense sub-channel, amount and date. This makes it easy to maintain up-to-date financial records.

  • Apply Filter:
    Users can filter expenses by date range, expense sub-channel. This feature supports focused tracking and analysis of spending patterns over time or within specific categories.

  • Reset Button:
    Instantly removes all applied filters and reloads the full list of recorded expenses. This gives users a fast way to return to the default view.

Entry Display Columns:

Each expense record in the overview table includes the following details:


Expense Code: A system-generated unique code that identifies each expense record.


Description: Brief notes or explanation of the expense.


Cost: Amount spent on the particular item or service.


Expense Date:The date when the expense occurred.


Actions: Options for editing or deleting the expense record, allowing users to maintain accurate and updated financial logs.




Was this article helpful?

0 out of 0 liked this article