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The Expenses tab is where you record everything going out - rent, salaries, supplies, utilities, one-off purchases. Categorized entries flow into the P&L automatically. Navigate to Dashboard → Finance → Expenses.

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Adding an expense

Click New expense and fill in:
  • Amount (EGP)
  • Category - rent, salaries, supplies, utilities, marketing, etc.
  • Subcategory - optional finer detail under the category
  • Date - when the expense was paid
  • Payment method - cash, card, InstaPay, or transfer
  • Branch - which location the expense belongs to (multi-branch clinics)
  • Notes - vendor name, invoice number, anything you want to remember

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Filtering

Filter the expense list by category or by branch. Combine with the top-level date range to answer questions like “how much did we spend on supplies at the Nasr City branch last quarter?”

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Recurring expenses

For bills that hit every month (rent, subscriptions, cleaner, salaries), create a recurring template instead of adding the same expense over and over.
1

Click Recurring in the expenses toolbar

Opens the recurring expenses manager.
2

Create a template

Enter amount, category, payment method, and how often it recurs - weekly, monthly, quarterly, or yearly.
3

Kashfy creates the expense automatically on schedule

Each cycle, a new expense entry is added with today’s date. You can still edit or delete individual entries after they’re created.
Use recurring templates for anything that’s the same amount every cycle. For bills that vary (electricity, water), log them manually so you capture the real number.

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Editing and deleting

Click any expense row to edit its details, or delete it entirely. Recurring-generated expenses can be edited without affecting the template.