Add or remove an expense

Learn how to add, remove, or make changes to an expense in Craftybase.

If you have a large number of expenses to record, learn how to add expenses in bulk.

Add an expense

To add a new expense:

  1. Sign in to your Craftybase account.
  2. Click Expenses in the main menu.
  3. Click Add Expense in the top-right side.
  4. Enter relevant information about the expense, such as the date of purchase, code, or vendor.
  5. Click Add Expense Item and add the materials included in the purchase. 

    If you need to add more expense items, click Add Expense Item below the previous item.

  6. Click Save Expense. 

If you're adding more than one expense, click Save & Add Another to quickly add another expense. 

Edit an expense

To edit an expense:

  1. Sign in to your Craftybase account.
  2. Click Expenses in the main menu.
  3. Click the unique code of the expense.
  4. Click Edit and make changes to the expense.
  5. Click Save Expense to save your changes.

Remove an expense

To remove an expense:

  1. Sign in to your Craftybase account.
  2. Click Materials in the main menu.
  3. Click the unique code of the expense.
  4. Click Remove.
  5. Click Yes, Remove to confirm. 

Remove an item from an expense

To remove an item from an Expense:

  1. Go to your Expenses List page
  2. Hover your mouse over the ⋮ icon next to the code for the expense
  3. Select Edit Details from the menu
  4. On the form that appears, click the x icon to the right of the item you wish to remove.
  5. Click Save to save your changes.

If this is an Etsy imported expense, you will need to instead cancel the entire Expense and recreate it – individual items are locked and cannot be removed.

Get help

If you need more help adding or removing an expense, contact Craftybase Support for help.

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