Track expenses

Tracking an expense in Expensify is simple and can be done in just a few steps. Follow the guide below to track an expense without submitting it.

Steps to Track an Expense

1. Press the big green + button
2. Choose Create Expense
3. Select how you would like to create the expense:
   • Scan a receipt
   • Enter mileage
   • Enter manually
4. Follow the prompts to enter the required information (this will vary depending on your selection in step 3)
5. Click Next
6. Choose Just track it (don’t submit it)
7. Enter or modify details in the fields shown (these fields will vary depending on how your Workspace is configured)
8. Click Create Expense

Where to Find Tracked Expenses

Once the expense is created, it will appear in your Workspace Chat in the left-hand navigation. Within the workspace chat, you can take the following further actions on the expense at any time:

• Submit it to someone – Send the expense for approval or processing.
• Categorize it – Assign the expense to a category for better organization.
• Share it with my accountant – Provide access to relevant financial contacts.
• Nothing for now – Leave the expense in your records for future action.

You can also view your tracked expenses by doing the following:

1. Click on Reports
2. Click on Expenses
3. Use the filters to help you locate your expenses