{"id":143469,"date":"2026-08-24T08:40:49","date_gmt":"2026-08-24T08:40:49","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=143469"},"modified":"2026-08-24T08:40:29","modified_gmt":"2026-08-24T08:40:29","slug":"expenses-app-dashboard","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/expenses-app-dashboard\/","title":{"rendered":"Expenses App Dashboard"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The Expenses app is a mobile app that lets you record and track your expenses on the go, without needing to open the system from a browser. The app\u2019s home screen (Dashboard) gives you a quick overview of your most recently recorded expenses, with direct access to add a new expense or view the full list, without navigating through multiple screens. This guide explains the screen\u2019s content in detail.<\/p>\n<h3 dir=\"ltr\" style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\"><\/h3>\n<h2 id=\"accessing_the_screen\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Accessing the Screen<\/h2>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">After downloading the Expenses app from the App Store or Google Play and logging in with your account, this screen appears automatically as the app\u2019s main entry point. You can also return to it at any time by tapping the \u201c<strong style=\"color: #111827;\">Home<\/strong>\u201d tab from the bottom navigation bar.<\/p>\n<h2 id=\"screen_content_\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Screen Content <\/h2>\n<h4 dir=\"ltr\">Header<\/h4>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The header displays the company logo and name, along with your account\u2019s domain link, and your profile picture as the currently logged-in user.<\/p>\n<h4 dir=\"ltr\">Scan Expense Using AI<\/h4>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">An interactive banner appears above the expenses list titled \u201c<strong style=\"color: #111827;\">Scan Expense Using AI<\/strong>\u201c.<\/p>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The screen displays your most recently recorded expenses (up to 5), sorted from newest to oldest. Each expense card shows the following details:<\/p>\n<ul dir=\"ltr\" style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Expense Number:<\/strong> A unique reference for each expense.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Total Amount:<\/strong> The expense\u2019s total value, in its designated currency.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Related Tax:<\/strong> Shown according to the tax type applied to your account.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Treasury or Payment Method:<\/strong> Shown next to a dedicated icon.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Date:<\/strong> The date the expense was recorded.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Supplier Name:<\/strong> Appears below the date when available.<\/li>\n<\/ul>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Tap any expense card to go directly to its full details screen, or tap \u201c<strong style=\"color: #111827;\">Expenses<\/strong>\u201d to go to the complete expenses list.<\/p>\n<h4 dir=\"ltr\">Adding a New Expense<\/h4>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Tap the green \u201c<strong style=\"color: #111827;\">Add Expense<\/strong>\u201d button below the list to go directly to the add expense screen.<\/p>\n<h4 dir=\"ltr\">Bottom Navigation Bar<\/h4>\n<p dir=\"ltr\" style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The bottom navigation bar gives you quick access to: Home, Expenses, AI Sessions, and Account. The \u201c<strong style=\"color: #111827;\">Home<\/strong>\u201d tab appears highlighted as the currently active tab.<\/p>\n<h2 id=\"notes_\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Notes <\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The tax details shown on each expense (VAT, etc.) vary depending on the tax type enabled for your account or country.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If a supplier name isn\u2019t available for a specific expense, this field doesn\u2019t appear on its card.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[5202],"tags":[13248,13249,13251,13245,13246,13250,13247,13230,13231,13232,13233,13234,13235,13236],"class_list":{"0":"post-143469","1":"tutorial","2":"type-tutorial","3":"status-publish","4":"hentry","5":"category-fast-expense-recording","6":"tag-add-an-expense-from-mobile","7":"tag-ai-expense-scanning","8":"tag-downloading-the-expenses-app","9":"tag-expenses-app-home-screen","10":"tag-expenses-mobile-app","11":"tag-how-to-access-a-specific-expenses-details","12":"tag-how-to-view-my-latest-expenses","13":"tag-------en","14":"tag-----en","17":"tag----en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Expenses App Dashboard - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/expenses-app-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Expenses App Dashboard - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The Expenses app is a mobile app that lets you record and track your expenses on the go, without needing to open the system from a browser. 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