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Tracking Expenses

Learn how to add, edit, and manage expenses in Purr Diem

Adding Expenses

Quick Add Method

  1. Open an event from your Events list
  2. Tap the + button or "Add Expense"
  3. Fill in the details (see below)
  4. Tap Save

Expense Details

When adding an expense, you'll need to provide:

💡 Tip: Add expenses right away so you don't forget! You can always edit details later.

Expense Categories

Categories help you understand where your money is going.

Built-in Categories

💡 Premium Feature: View spending by category in the Analytics tab with beautiful charts!

Attaching Receipt Photos

Never lose a receipt again! Purr Diem lets you attach photos to any expense.

How to Add a Receipt Photo

  1. When adding or editing an expense, tap "Add Receipt Photo"
  2. Choose to Take Photo or Choose from Library
  3. Position the receipt in the camera frame (or select from photos)
  4. Tap Use Photo
  5. The receipt is attached to your expense

Viewing Receipt Photos

  1. Open any expense
  2. Tap the receipt photo thumbnail
  3. Zoom in/out with pinch gestures
  4. Swipe to dismiss

💡 Best Practice: Take photos in good lighting. Position the receipt flat and make sure all text is readable.

📱 Permissions: Purr Diem will ask for camera and photo library access. This is only used for receipt photos and stays on your device.

Editing Expenses

Edit an Expense

  1. Open the event containing the expense
  2. Tap the expense you want to edit
  3. Tap Edit in the top right
  4. Make your changes
  5. Tap Save

What Can Be Edited?

All expense fields can be changed:

💡 Tip: When you change the amount, the event budget updates automatically!

Deleting Expenses

Method 1: Swipe to Delete

  1. In the expense list, swipe left on the expense
  2. Tap the red Delete button
  3. Confirm deletion

Method 2: Delete from Expense Detail

  1. Open the expense
  2. Tap Edit
  3. Scroll to bottom and tap Delete Expense
  4. Confirm deletion

⚠️ Note: Deleted expenses cannot be recovered. Your event budget will update to reflect the removal.

Free vs Premium: Expense Limits

Free Tier

Premium Tier

When you reach 50 expenses on the free tier, you'll be prompted to upgrade to Premium to add more.

Learn About Premium Features

Best Practices for Expense Tracking

1. Add Expenses Immediately

Track expenses as they happen. It takes 30 seconds and ensures you don't forget anything.

2. Always Photograph Receipts

Even if you keep the paper receipt, having a digital backup ensures you'll never lose important documentation.

3. Use Descriptive Names

Instead of "Lunch", write "Lunch with Client - Italian Restaurant". Future you will thank you!

4. Categorize Correctly

Accurate categories make your analytics more useful and help you understand spending patterns.

5. Add Notes for Context

For business expenses, note who you were with, what was discussed, or the business purpose.

💡 Pro Tip: At the end of each day, do a quick review to make sure all expenses are captured and categorized correctly.

Common Issues

"Can't add more expenses"

If you're on the free tier and have 50 expenses for this event, you'll need to upgrade to Premium for unlimited expenses.

"Receipt photo is blurry"

Make sure to:

"My expense total doesn't match my budget"

Double-check that:

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