Find and correct an expense

Record spending and compare monthly and yearly totals.

Monthly Expenses — PLM application screenshot
Monthly Expenses · Application screenshot
  1. Search by text and the available month/year controls.
  2. Edit the original entry if the amount or category is wrong.
  3. Check the total again after saving instead of entering a compensating duplicate.

Example

If an expense was entered as 850 instead of 85, edit the original record. Adding a negative correction would leave a misleading source entry.

Check the result: Check the total again after saving instead of entering a compensating duplicate.