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Expenses

Cashlytics separates planned or recurring expenses from one-time daily expenses.

Recurring Expenses​

Recurring expenses are used for predictable payments such as rent, insurance, subscriptions, memberships, or utilities.

Supported recurrence types are:

  • once
  • daily
  • weekly
  • monthly
  • quarterly
  • semiannual
  • yearly
  • custom interval

Recurring expenses can include a start date, optional end date, category, account, currency, notes, and a subscription flag.

Daily Expenses​

Daily expenses are one-time transactions such as groceries, restaurants, fuel, or purchases. They use a transaction date instead of a recurrence schedule.

Subscriptions​

Use the subscription flag for recurring expenses that should be treated as subscriptions in analytics and upcoming payment reminders.

Attachments​

Expenses and daily expenses can have documents attached. Attachments are stored in the documents library and can be previewed, downloaded, or deleted. Receipt scanner saves the scanned receipt image as an attachment when the resulting expense is saved successfully.

Currencies​

Expenses can be saved in a currency different from your base currency. Cashlytics stores original amount, currency, and exchange rate metadata when conversion applies.