Adding expenses and receipts

Record business spending as it happens. Each expense flows into your Overview, Profit & Loss and Tax Package automatically.

Add an expense

1. Click + Expense. It’s on the Expenses page and on the Overview page.
2. Vendor: start typing to find a vendor you’ve used before. New vendor? Click + New and type the name.
3. Category: KidKeeper picks the category you last used with that vendor. Change it if this purchase is different.
4. Amount and Date: the date defaults to today.
5. Receipt (optional): upload a photo or PDF of the receipt.
6. Description (optional): a short note, like “Art supplies for fall”.
7. Click Save.

Edit or delete an expense

On the Expenses page, click the expense to open it. Make your changes and save, or click Delete.

Deleted expenses are removed from every total and report. KidKeeper keeps a record of the deletion in the background for your history.

Find an expense

Use the search box on the Expenses page. It matches any part of the description, upper or lower case.

Receipts

Receipts are stored privately with your account. Only people in your company can see them.

Tips

• Enter expenses weekly so nothing gets missed at tax time.
• Keep vendor names consistent (“Walmart”, not “Walmart #1234”). The next category will pick itself.