Record software expenses
Use Software and Subscriptions for a software cost you need to record.
On this page
Choose Software and Subscriptions
Open Expenses > Add expense and choose Software and Subscriptions under Account. Enter the actual Amount, Date and Description, then select Paid from. Check for an existing import or expense before saving.
Choose the scope and keep the receipt
Under Portfolio or property, choose the property that owns the cost. Use Whole portfolio for shared business software when that is the intended scope. Add the invoice through Notes and receipt, review the entry and choose Save expense.
If you need a different category, use Manage chart. Review an existing expense through its Edit action instead of recording the subscription twice.
Check the result
- The recorded amount, category and scope match the supporting record.
FAQs
Do I need a new Software Subscriptions sub-account?
The current form already offers Software and Subscriptions. Review that choice before adding another account.
Does saving the subscription charge renew or cancel the service?
No. This records the cost. Manage the actual subscription through its billing provider.