Expenses¶

An expense is any money movement you want to track: something you paid, money you received, or a transfer to savings. Every record you add in Comaney is an expense.

Types of transactions¶

When you add a new expense, you choose what kind it is:

Type	What it means
Expense	Money you spend. For example: rent, groceries, a cinema ticket.
Income	Money you receive. For example: your salary, a refund, a gift.
Savings deposit	Money you move into savings. Comaney treats this like spending because the money leaves your day-to-day budget.
Savings withdrawal	Money you take back from savings. Treated like income: it comes back into your budget.
Carry-over	Created automatically by Comaney at the end of a month when you have the carry-over setting turned on. You cannot create these yourself.

What information you can record¶

Field	Do I have to fill this in?	What it's for
Title	Yes	A short name for the record. For example: "Rent", "Grocery shop", "January salary".
Type	Yes	The transaction type (see above).
Value	Yes	The amount of money. Always enter a positive number; Comaney handles the sign automatically based on the type.
Due date	No	When the payment is or was expected. Used for sorting and for sending reminder emails.
Payee	No	Who you paid, or who paid you. For example: "REWE", "Employer".
Category	No	A broad group for the expense. You can only pick one. For example: "Groceries" or "Housing".
Tags	No	Extra labels. You can add as many as you like. For example: "Credit card", "Amazon".
Note	No	Any extra detail you want to remember.
Settled		Tick this if the money has actually changed hands. Leave it unticked for upcoming obligations you haven't paid yet.
Auto-settle on due date	No	When turned on, Comaney automatically marks the expense as settled when the due date arrives.
Notify	No	When turned on, Comaney sends you reminder emails before the due date. Only works if the expense has a due date and you have email notifications enabled in your account settings.

Adding a new expense¶

Click Expenses in the navigation, then click New expense.
Fill in the title, choose the type, and enter the value.
Fill in any other fields you want to track.
Click Save.

The new record appears in your expense list for the current period.

Got a receipt? Let the AI handle it.

Instead of typing everything manually, you can take a photo of a receipt and let Comaney extract the details for you. See AI Express Creation.

Settling an expense¶

An unsettled expense means the money hasn't moved yet; it's something you owe or are expecting. Once the payment happens, mark it as settled.

You can settle an expense in three ways:

Open the expense, tick the Settled checkbox, and click Save.
Click the Mark as settled link in a reminder email.
Turn on Auto-settle on due date when creating the expense, and Comaney will settle it for you on the day.

Making a copy of an expense¶

If you need to record something similar to an existing expense, open it and click Clone. Comaney creates a copy with all the same details, with "CLONE" added to the title so you can tell them apart. Then edit the copy as needed.

Removing an expense¶

You have two options:

Delete: removes the record permanently. Use this if you added something by mistake.
Deactivate: hides the expense from all totals and charts, but keeps the record in your history. Use this if an obligation was cancelled but you want to keep a note of it.

The expense list¶

The expense list shows all your records for the selected date range.

Choosing a date range¶

At the top of the page you will find the date range bar. It has three parts:

Quick presets — buttons for common ranges. Click one to jump straight to it:

Button	What it shows
Fin.May / Fin.Jun / Fin.Jul	The previous, current, and next financial month. Financial months follow your start-day setting in Account Settings.
2025 / 2026 / 2027	The previous, current, and next calendar year (always 1 Jan – 31 Dec).
Q1 / Q2 / Q3 / Q4	Calendar quarters: Jan–Mar, Apr–Jun, Jul–Sep, Oct–Dec.
Clear	Resets to the default range (your current financial month).

Manual dates — the Start and End date pickers below the presets. Type or pick any two dates you like. The list refreshes automatically. The end date must not be earlier than the start date.

Your chosen range is remembered when you move between pages.

Searching¶

The search bar at the top of the list lets you find expenses quickly. You can type any word to search by title, payee, or note. You can also use filters for more precise results; see Search & Filters for the full guide.

Simple examples:

Type rent to find anything with "rent" in the title, payee, or note.
Type settled=no to see only unpaid expenses.
Type type=income to see only income records.

Bulk actions¶

To act on several expenses at once:

Tick the checkbox next to each expense you want to select.
Choose an action at the top: Settle, Unsettle, or Delete.

The total value of all selected expenses is shown at the bottom, which is handy for spot-checking a group.

Muting reminders for one expense¶

If you no longer want email reminders for a specific expense, open it and click Mute notifications. You can also click the mute link inside any reminder email.

To turn off all reminder emails for your account at once, go to Account Settings and disable Email notifications.