Expense tracking

Expense tracking lets you log recurring business expenses (software subscriptions, freelancer costs, inventory operations) organized by type, marketplace, and product.

In this guide:

• Log a new expense
• Set dates and frequency
• Link expenses to products and marketplaces
• Export and bulk-import expenses

Step 1: Log a new expense

Go to Finance → Expenses and click Add New Expense in the top-right.

Fill in the expense form:

• Marketplace — select one or more marketplaces (US, UK, Germany, etc.)
• Type — select frequency: One-Time, Daily, Weekly, Monthly, Quarterly, Half-yearly, or Annually (Daily hides the “To Date” field; other types require it)
• Name — the expense name (e.g., “Advertising Platform Subscription”)
• From Date — when the expense started
• To Date — when it ended (required for all types except Daily; leave blank for Daily expenses)
• Products — at least one product must be selected
• Amount — the cost in your default currency

Click Save to add the expense to your list.

Step 2: Edit or delete expenses

Click the row’s Actions menu (⋮) and select Edit Expense to update the type, amount, or linked products. To delete an expense, open the Actions menu and select the delete option.

Step 3: Export expenses

Click Export to download your expense list as an Excel workbook. The file includes all fields and updates.

Step 4: Bulk-import expenses

To import expenses from another system:

1. Click Import in the top-right
2. Download the template (Excel file) if you don’t have one
3. Fill in your expense data using these columns:
   • From date — start date (YYYY-MM-DD)
   • To date — end date (YYYY-MM-DD, required except for Daily type)
   • Type — One-Time, Daily, Weekly, Monthly, Quarterly, Half-yearly, or Annually
   • Name — expense name
   • Products — at least one SKU is required (comma-separated)
   • Marketplace — marketplace name (US, UK, Germany, etc.)
   • Amount — numeric value
4. Upload your completed Excel file
5. Review validation results and fix any errors
6. Click Import to add all expenses

Troubleshooting

• Import failed with errors. Check that Marketplace names match your available marketplaces, Type is one of: One-Time, Daily, Weekly, Monthly, Quarterly, Half-yearly, or Annually, and at least one product is selected.
• Expense is not calculating correctly. Verify the From/To dates are correct and the Type matches the intended frequency.
• Template download failed. Try downloading again or using the latest version of Excel to ensure compatibility.

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