How to create an expenditure

An expenditure is a payment or disbursement.

There are two ways to add an expenditure:

1. In the Finances section, click +Transaction and choose expenditure

you can create a new expenditure from the Finances section

2. Within a profile, go to Finances > $x.xx Expenditures > New expenditure

You can create a new expenditure from a profile

You can categorize expenditures using finance types and tracking codes.

  • Finance types are managed in Settings > Defaults > Finance types
  • Tracking codes are managed in Finances > Tracking codes

You’ll need to include a payment type.

You can mark an expenditure as being in support of a person/organization or in opposition of a person/organization.

Expenditures can be refunded or deleted.

People or organizations connected to an expenditure cannot be deleted from your database. You’ll need to delete the expenditure first.

Expenditures can be exported from the Finances section. If you would like to import paid memberships, invoices, or expenditures, please email to request a custom data import from our Services team.

If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.