Expenses
Track your expenses and keep your books in order.
8 articles
How to bulk edit your expensesLearn how to edit or delete multiple expenses at once, and how to manage expense categories efficiently.
How to connect a payment method to import expensesStep-by-step guide to linking your bank account or credit card to automatically import expenses in Bonsai.
How to add expense categoriesLearn how to create, edit, and manage expense categories for accurate expense tracking and reporting.
The timeline for importing new expensesLearn how long it takes for imported expenses to appear from your connected accounts and how to manually sync them.
Discover how many months of expenses can be importedLearn more about the available time periods when importing transactions from a linked credit card or bank account.
Understanding expense amounts: After-Tax, Pre-Tax, and Sales Price
Issues connecting your bank account to sync expensesCommon reasons for connectivity issues and difficulty locating your bank account for expense tracking.
Why your connected account for expenses may disconnectTaking a look at why your account may disconnect when importing expenses.