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Record what your studio spends: each recorded cost lowers your taxable income at filing time, on every plan.

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Before you start

  • You add an expense from Finances → Transactions.
  • An expense is a studio cost. It’s separate from what students owe: recording one never changes an account’s balance.

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Record an expense

1

Open the expense form

Go to Finances → Transactions, then use Add Transaction → Expense. The Add expense form opens.
2

Choose a category

Pick a Category. It’s required, and your choice can reveal a few extra fields. See Categories and Some categories ask for more below.
3

Enter the amount, date, and description

Set the Amount, the Date the money was spent (defaults to today), and a short Description. All three are required.
4

Add the optional details

Fill in any of these:
  • Vendor: who you paid. Recommended for tax records, and it autocompletes from vendors you’ve used before.
  • Method: how you paid (Cash, Check, Card, Bank transfer, Digital payment, or Other).
  • Notes: anything else worth keeping.
5

Attach a receipt (optional)

Add a Receipt under Receipts. Harness nudges you to attach one for larger amounts or for travel, the records most worth keeping for taxes.
6

Save

Click Add Expense. It lands on your Transactions list right away.

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Categories

The Category picker is grouped so the tax distinction is clear as you choose:
  • Schedule C lines: the deductible IRS Schedule C business-expense categories, in tax-form order (for example Supplies, Rent or lease, Office expenses).
  • Non-deductible business expense: a separate group for real studio costs that don’t reduce your taxable income.
The right group keeps your Profit & Loss clean: deductible costs flow to the Schedule C lines, and non-deductible costs stay out of the Schedule C export.

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Some categories ask for more

A few categories reveal more fields for tax records:
  • Meals: adds Attendees (who was there and your relationship to them). Required.
  • Travel: adds a Destination plus Start and End dates. All required.
  • Car & truck: adds a Vehicle picker. Required. If you don’t have a vehicle on file yet, you’re prompted to add one right there. See Track mileage.

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Where your expenses show

Once saved, an expense appears in three places:
  • The Finances → Transactions list, with a receipt icon on rows that have one.
  • The Expenses total in the financial summary at the top of the page.
  • The Expenses section of your Profit & Loss report, grouped by category. See Reports.

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Edit or remove an expense

Open the expense from the Finances → Transactions list. You can edit every field you set when you recorded it: category, amount, date, description, and any category-specific fields. A voided expense is locked and view-only.

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FAQ

No. An expense is a studio cost, separate from billing. Recording one never changes any account’s balance or what a student owes.