Expense Tracking

Know what you spent,
before your accountant asks

Log what your business spends, sort it into categories that match how accountants think, and keep the tax you paid attached to each entry. When filing season arrives, the export is already the shape your bookkeeper wants.

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Pro & Business

How it works

Log it, sort it, export it

Expense tracking earns its keep at year end. The whole design points at the moment you hand a file to someone else.

1

Record the spend

Vendor, date, amount, and the tax formula that applied. Add a description and notes when the entry needs explaining later.

2

Put it in a category

Choose from 40 categories that ship with InvoiceCast, or create your own to match the chart of accounts you already use.

3

Hand over a clean file

Export any date range to CSV or Excel, choosing the columns yourself or using a preset laid out for accounting software.

Built around filing season

40 categories, ready to use

From Office Supplies and Home Office to Subcontractors, Meals & Entertainment, Vehicle & Mileage and Professional Services. Add your own whenever the defaults do not match how you file.

The tax you paid, captured

Expenses run through the same tax engine as your invoices, so the tax portion is stored as its own figure rather than buried in a single total. That is the number you need when you claim it back.

Accounting presets on export

Pick your own columns, or use a preset — a minimal date/vendor/total layout, or a QuickBooks-shaped file with vendor, category, subtotal, tax and total already in the right order.

Bring your history with you

Import expenses from a CSV, map your columns to InvoiceCast's fields, and preview the result before anything is written. Switching tools does not mean retyping a year of records.

CSV or Excel, any date range

Export a quarter for a GST filing, a full year for your return, or a single month to reconcile. The range is yours to choose.

Nothing disappears quietly

Deleted expenses are soft-deleted rather than destroyed, and every change is written to an audit log. Financial records should be traceable, including the corrections.

What this is, and what it is not

Expense tracking here is a clean ledger you control — not an automated bookkeeping service. The distinction matters when you are choosing tools.

Entries are yours to make

There are no bank feeds and no card syncing. You add expenses yourself or bring them in by CSV, which means the ledger contains exactly what you put in it — nothing inferred, nothing guessed.

No receipt uploads yet

You cannot attach a receipt image to an expense today. Record the vendor, amount and tax, and keep your receipts wherever you keep them now — the export gives your accountant the figures to match against.

It does not decide deductibility

Categorising an expense records how you classify it. Whether it is deductible, and to what extent, depends on your situation and your tax authority — that judgment stays with you and your accountant.

Included with Pro and Business

Expense tracking is not part of the Free plan. Both paid plans include it in full, with a 14-day trial and no credit card, so you can load real expenses before deciding.

Common questions

Can I attach receipt photos to an expense?

Not today. InvoiceCast records the details of an expense — vendor, date, amount, tax and category — but does not store receipt images, so you should keep those wherever you keep them now. The export gives your accountant the figures to reconcile against your own receipt file.

Does it connect to my bank or credit card?

No. There are no bank feeds. You enter expenses yourself or import them from a CSV, which many people export from their bank each month. The upside is a ledger that contains exactly what you intended and nothing you have to go back and clean up.

Can I move expenses in from another tool?

Yes. Upload a CSV, map its columns to InvoiceCast's fields, and preview the rows before committing. Nothing is written until you confirm, so a mismatched column is caught before it becomes a hundred bad records.

What format does my accountant get?

CSV or Excel, for whatever date range you choose. You can select the columns yourself or use a preset — including one laid out for QuickBooks, with vendor, category, subtotal, tax and total in the expected order.

Is the tax I paid tracked separately?

Yes. Expenses use the same tax formulas as your invoices, so the tax portion is stored as a distinct figure rather than folded into one total. It appears as its own column in exports, which is what you need when reclaiming it.

Which plans include expense tracking?

Pro and Business. It is not available on the Free plan. Both paid plans start with a 14-day trial and no credit card required.

Keep exploring

Start the year with a clean ledger

Try expense tracking on a 14-day Pro trial. No credit card required.

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