Templates - (re)expense

(re)expense

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Create templates for expenses, trips, and reports to save time on repetitive entries.

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Template Name

Type

Description

Category

Default Amount

$

Expense Details

Default Merchant

Payment Method

Default Notes

Trip Details

Default Starting Point

Default Destination

Trip Purpose

Round Trip Include return trip

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Template

Type

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Category

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Times Used

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Created

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Description

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Apply Template

This will create a new expense with the template's pre-filled data.

Date

Amount

$

Notes (optional)

Home Trips Expenses

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Merchant

Category

Notes

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Date

Miles

From Save as my default starting point

To

Purpose

Round trip

The IRS needs date, start, destination, a specific purpose, and exact miles — that's exactly these five fields.

Amount

Date

Category

Merchant

Business purpose

Receipt (optional)

More

Payment method

Notes

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