Skip links

How to manage Expenses on BrandDrive

In this tutorial, we will go over How to manage Expenses on BrandDrive

Managing your money well is all about careful planning. It’s easy to let your spending get out of control if you don’t know exactly how much of your money is ‘disposable income’.

Expenses are the cost of your everyday operational expenses. Tracking and understanding how you spend your revenue either as an individual or business owner can help you grow and improve your financial health. 

The BrandDrive expense feature gives you valuable insight into what you spend on and when you make the expense, overall, with this feature, you can manage expenses with ease.

Steps to set up an expense on BrandDrive.

How to manage Expenses


To access the expense feature,

Step 1: Open your BrandDrive app.

Step 2: Click on the Expenses feature on the bottom left corner of the dashboard if you’re on the business account and the middle left if you’re on the personal side. 

On your expenses dashboard, you’ll have a summary of your monthly expenses at a glance.

If you have a long list of expenses and can’t go through them manually, type into the search box specific keywords from the expense you’re looking for. You can also refine your search by including a date. 

How to manage Expenses

Step 3: To add new expenses

Click on the “new expense” at the top right corner of your dashboard. 

Step 4: Fill in your expense details

How to manage Expenses

Add a vendor: Type in the vendor name in the search box or add a new vendor.

Select payment method: Choose from the list of our payment drop-down.

Select a bank account: You can either select from the list of banks you’ve added to your BrandDrive wallet or, alternatively, you can select your BrandDrive wallet directly.

Fill in a date for your expense and when you want to make the payment, like this: 

Fill in your expense category, description and amount, like this:

How to select Expenses category

You can add more expenses to your expense list by clicking “Add line and expense details.” 

How to create expense type

Add a note: Add an expense description to your expense list. 

How to add note Expenses

Step 4: Save your expenses.

Once you have filled in all the details of your expense, you can click on the Save button to proceed. Additionally, you have the option to save and close, or save and record a payment.

How to save Expenses

Congratulations! You just created an expense.

Careful expense management can help take the sting out of unexpected bills by making sure you have a pot of money to fall back on when you need it the most. 

In conclusion, managing expenses on BrandDrive is essential for businesses looking to streamline their operations and improve their finance. By following the tips we’ve outlined in this blog post, you can ensure that your expenses are under control and your budget is being used effectively.

Dont forget to always track your spending, budget your expenses, and negotiate with vendors to get the best deals. By taking these steps, you can save money and free up resources to invest in other areas of your business.

If you’re interested in learning more about how BrandDrive can help you manage your expenses and streamline your procurement process, check out our webpage on expense management solutions. Our platform offers a range of features to help you manage your spending and maximize your budget, so you can focus on growing your business. 

Visit us today to learn more!

Smart Bookkeeping

Smart Bookkeeping

Invoicing, Quotations & Accounting

Point of Sale & Inventory

Point of Sale & Inventory

AI Powered Retail Engine

Payment Solutions

Payment Solutions

Global payments & Virtual Cards



Online Store & Payments Pages

Business Intelligence

Business Intelligence

Data Driven Insights for Growth

Need Help?

Contact Our Sales Team

Do you have an ambitious Brand ?

Connect with our expert sales team to discuss your business goals. Our technology can provide data-drive  insights for growth and management