Expenses & Accounting

Track your expenses and keep your books in order.

9 articles in this collection
Written by Matt Nish, Andrew Lewis, and Amanda Moore

Tracking Income Beyond Invoices

How to account for income earned outside of your Bonsai Invoices

Written by Andrew Lewis
Updated over a week ago

Expense Tracking

How soon do I see new expenses from my bank account or credit card?

Learn about how long it takes for new expenses to be pulled from your bank account or credit card.

Written by Matt Nish
Updated over a week ago

How Many Months Of Expenses Can I Import From My Bank Account And Credit Card?

Importing Expenses

Written by Amanda Moore
Updated over a week ago

Why can’t I find or connect my bank account to sync expenses?

Having issues signing into your bank account?

Written by Matt Nish
Updated over a week ago

How can I bulk edit my expenses?

Discover how expenses can be deleted or edited in bulk.

Written by Andrew Lewis
Updated over a week ago

How Can I Edit Expenses Categories?

View And Add Expenses Categories

Written by Andrew Lewis
Updated over a week ago

How do I connect my bank account or credit card to import expenses?

Step by step guide to connecting your bank account or credit card and importing expenses.

Written by Andrew Lewis
Updated over a week ago

Accounting & Tax Assistant

How can I download my invoice data from Bonsai?

Download accounting information to show earnings and expenses through Bonsai

Written by Andrew Lewis
Updated over a week ago

How can I view my total income and expenses if I've received payment in multiple currencies?

View total income and expenses if payments have been received in multiple currencies.

Written by Andrew Lewis
Updated over a week ago