EXPENSES

Keep business spending in view.

Connect a supported bank account, import a CSV, or add an expense yourself. Review each cost and keep the context that helps you understand what you spent.

Expense tracking is included in Core at $29/month. Paid subscription; no trial. Connected-account limits depend on your plan; bank availability varies.

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AN EXAMPLE IN TABFLOW Northwind LLC
Tabflow Illustrative example

RECORDED EXPENSES

The costs behind
the work.

Stock photo assetsBusiness · Design assets $120
Adobe subscriptionBusiness · Software $60
Front-end developerBusiness · Northwind LLC $820
Recorded expenses shown $1,000

Costs can arise throughout the work.

The costs behind the work, together.

HOW IT WORKS

From a transaction to a useful business record.

Bring the spending in, then decide how it belongs in your business.

Select a step to explore Continue reading
AN EXAMPLE IN TABFLOW01 / 04
TabflowIllustrative example

EXPENSES · BANK CONNECTION

Bring the spending into view.

Source
A supported bank account
Other ways to start
Import a CSV · Add an expense
Connect bank account

Connection uses Stripe Financial Connections. Availability varies.

Northwind website project · Three sample costs totaling $1,000

Illustrative spending: $120 + $60 + $820 = $1,000. Business classification is an owner decision, not confirmation of a tax deduction. Bank availability varies.

USEFUL IN THE EVERYDAY

A little more clarity.
At each step.

Tools to help with the details,
with the decisions in your hands.

01

An independent way to start.

Use a supported bank connection, upload a CSV, or create a record manually. You do not need a meeting, proposal, or invoice first.

Expense tracking starts with Core.
02

Review and organize spending.

Check the date and amount, add a useful description, and review the category and business or personal classification.

You decide how the cost is recorded.
03

Keep the context useful.

Associate expenses with a client where it helps, and return to the list to understand the spending around the work.

Client association does not create an invoice.

KEEP THE WORK CONNECTED

Understand the costs around the work.

Expense records help you organize what the work cost. Invoicing is a separate starting task; linking a cost to a client does not automatically pass it onto an invoice.

A PRACTICAL HEAD START

Practical help for organized business records.

Organize your business expenses and keep the supporting records ready for review.

A FEW MORE DETAILS

Good questions.
Clear answers.

Something else on your mind?

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How do expenses enter Tabflow?

You can connect a supported bank account, import a CSV, or add an expense manually. Review the imported information before relying on the records.

Which banks can I connect?

Connections use Stripe Financial Connections. Available institutions and accounts are determined in that connection flow; not every bank or account is supported. Connected-account limits depend on your plan.

Can I start without an invoice?

Yes. Expense tracking is an independent task, included in Core. A meeting, proposal, or invoice is not required.

What can I organize or edit?

Review the description, amount, date, category, and business or personal classification. You can also associate a record with a client when useful.

Does a client-linked expense automatically go onto an invoice?

No. Associating the expense with a client keeps its context. Prepare and review any client invoice separately.

Does marking an expense as business make it deductible?

No. The classification organizes your records. It does not determine tax treatment or calculate a deduction.

YOUR NEXT STEP

Keep the details behind your business spending.

Start with a transaction. Turn it into a record you can return to.

Choose a plan

Expense tracking is included in Core at $29/month. Paid subscription; no trial. Connected-account limits depend on your plan; bank availability varies.