---
title: "Add an Expense"
slug: "add-an-expense"
updated: 2023-10-20T10:50:14Z
published: 2023-10-20T10:50:14Z
canonical: "help.planful.com/add-an-expense"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.planful.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add an Expense

Experience the convenience of accessing the complete expense details on a single screen, ensuring uniformity throughout all expense creation sections. Upon completion, you have the option to save and exit, save and proceed to create another expense, or explore different sections.

[Budget Overview](https://fast.wistia.net/embed/iframe/6dkyjls7xx)

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## How to Create a New Expense

There are multiple different places where you can create an expense, and each has its purpose.

1. On the menu bar click **Create** and select **New Expense** from the drop-down list.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/1(28).png)
2. The detail page appears, add the following details:
  - **Expense Name**
  - **Planned Amount**
  - **Actual Amount**
  - **Timeframe**
  - **Status**
  - **GL Code**
  - **PO Number**
  - **Vendor Name**
  - **Invoice Number**
  - **Source**
  - **Owner**
  - **Expense Type**
  - **Delivery Date**
  - **Segment**
  - **Parent****![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(31).png)**
  - **Create Related Expense(s)**
    - This option allows you to add any additional expense.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/5(15).png)
    - Click the **+** icon, and select the timeframe for additional related expenses.
    - Click **Create**.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/6(12).png)
3. **Tags**
4. **Attach Document**
5. **Notes**
6. Click **Save & Close** or **Save & Create New Expense** as required.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/7(11).png)

### **Plus symbol on the Expenses page**

1. The Expenses  page can be accessed by going to **Manage > Expenses > All Expenses**.![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/1(29).png)
2. The **Expenses**  page appears, click the plus **+** icon at the top.

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/8(13).png)

#### **When Viewing a Campaign or Expense Group**

You can create an **Expense** within a **Campaign** or **Expense Group**, simply click **Add Expense.**

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/9(11).png)

When you create an expense this way, the parent field in the new expense will be automatically populated with the campaign or expense group within which the expense was created.

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/10(8).png)

### **Save & New**

After completing the creation or modification of an expense, selecting the **Save & New** option will save those changes and simultaneously generate a new blank expense. This method enables you to generate multiple new expenses rapidly manually.

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/Screen%20Shot%202022-09-22%20at%2012-21-12%20PM-png.png)

### **Duplicate Expense**

Another way to generate a new expense is to replicate an existing one. This can be done in the **Manage** dropdown, where you can also transfer the current expense to another budget or delete it. Creating a duplicate expense generates an exact copy of the original expense with the name prefixed by **Copy**.

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/Screen%20Shot%202022-09-22%20at%2012-22-00%20PM-png.png)

## Expense Details

When creating a new expense, there is an assortment of informational fields that you can fill out to give as much context and detail to the expense as possible. Some of these fields, which are marked by an asterisk next to their name, are essential pieces of information that must be filled out to create the new expense. For a more in-depth look at these fields, refer to [Getting to Know an Expense](https://help.planful.com/planful-for-marketing/docs/getting-to-know-an-expense-in-planful-for-marketing).

### Essential Expense Details

The following are the necessary pieces of information for creating a new expense:

- **Expense name**
- **Expense type**
- **Segment**
- **Currency**
- **Expense Timeframe**

#### Optional Expense Details

The following are the optional pieces of information for creating a new expense:

- **Delivery date**
- **Vendor**
- **GL Code**
- **PO #**
- **Parent**
- **Tags**
- **Attachments**
- **Notes**
- **Source (automatically fills)**