> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kashfy.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Expenses

> Log clinic spending, categorize it, and automate recurring bills

The Expenses tab is where you record everything going out - rent, salaries, supplies, utilities, one-off purchases. Categorized entries flow into the [P\&L](/finance/pnl) automatically.

Navigate to **Dashboard → Finance → Expenses**.

## 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

## 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?"

## 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.

<Steps>
  <Step title="Click Recurring in the expenses toolbar">
    Opens the recurring expenses manager.
  </Step>

  <Step title="Create a template">
    Enter amount, category, payment method, and how often it recurs - weekly, monthly, quarterly, or yearly.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## 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.