Documentation · Money

Expenses

Expenses tracks what you spend running your practice — one at a time, or imported in bulk from a bank or credit card statement. Categories and vendors keep them organized, and recurring expenses save you from re-entering the same bill every month.

Record an expense

An expense pairs a description and an amount with the date it happened. You can classify it further with a category and a vendor, and attach a receipt image if you want a record of it.

  1. In the left navigation, open Reports → Expenses.
  2. Click New Expense.
  3. Enter a Description and the Amount, then choose the currency (USD or CAD).
  4. Set the Expense Date.
  5. Optionally choose a Category — you can type a new one and create it without leaving the form.
  6. Optionally choose a Vendor.
  7. Optionally attach a Receipt image, then save.

A new expense stays unclassified until you mark it Business or Personal from the list — that classification is what determines whether it counts toward your business totals and the Profit & Loss report.

Categories and vendors

Categories group your expenses for reporting — some come built in, and you can add your own, including a Schedule C line for tax purposes. Vendors represent merchants you pay regularly; each one carries a match pattern plus defaults (business or personal, and a default category) that get applied when an expense from that vendor is imported.

  1. To manage categories, open Settings → Expense Categories. Click New Category, name it, and optionally add a description and a Schedule C Line. Mark it Default if you want it suggested first when classifying expenses.
  2. To manage vendors, open Finance → Vendors. Click New Vendor, name it, and set a Match Type (Exact, Contains, or Regular Expression) with a Match Pattern used to recognize this vendor.
  3. On a vendor, optionally set Default to Business, Always Personal, or a Default Category, so matching expenses are classified automatically.

You can only delete categories and vendors you created yourself — the built-in ones stay available for everyone.

Set up a recurring expense

If a bill repeats — rent, a subscription, insurance — you can have Directee generate it for you instead of re-entering it each time.

  1. On the expense form, turn on Recurring Expense.
  2. Choose an Interval: Weekly, Monthly, or Yearly.
  3. Set the Next Occurrence date — this is when the next copy gets created.
  4. Save. Each day, Directee checks for recurring expenses whose next occurrence has arrived, creates a new expense dated for that day, and advances the schedule automatically.

Each generated copy is a standalone expense, not itself recurring — only the original keeps repeating. A receipt attached to the original doesn’t carry over to the copies, since it belongs to one specific charge.

Import expenses from a statement

Instead of entering expenses one by one, you can upload a CSV export from your bank or credit card and let Directee pull out the transactions.

  1. In the left navigation, open Finance → Import Expenses.
  2. Upload a CSV file (up to 5MB). Optionally choose a Card Type hint — Discover, Apple Card, Chase, or American Express — to improve parsing accuracy.
  3. Click Preview to see the first parsed transactions before committing to anything.
  4. Click Import Expenses to start the import. It runs in the background, and transactions that match ones you’ve already imported are skipped automatically.
  5. Recent imports and their status appear at the bottom of the Import Expenses page.
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