Expenses Tab lets you enter data with the speed and familiarity of a spreadsheet and gives you much more in return
If you're new to Expenses Tab we recommend going through all of the topics below:
- Quick Tour
- Status, Planned & Current Amounts
- Filter/Search by Typing
- Select Multiple Expenses and apply actions to them
- Expense Parents
- Select a single Expense
- View By
- Add a One-Time Expense
- Add a Recurring Expense
- Add Bulk Expenses
Understand what's on the Expense Tab at a high level.
Status, Planned and Current Amounts, & Difference
Our customers asked us to help them keep a track of what they originally planned to spend on expenses, what they really spent, and what the difference was. This data helps them plan better in the next planning cycle. Learn more about it here:
Filter/Search by Typing
You can very quickly filter/search your expenses in the Filter-by-Text window. This will search ALL fields in the expense record, including GL Code, Vendor, PO Number, and so on. It's a very powerful feature worth becoming familiar with.
Select Multiple Expenses and apply actions to them
You can select multiple expenses in Plannuh, by clicking on the check marks to the left of expenses. You can then select bulk actions from the Action menu, and apply that action to all the selected expenses with 1-click. For example, you can move groups of expenses to a different segment, close them, apply a GL code to them, assign them to a Vendor, and so on. This saves you time, and helps keep your data more accurate.
Every expense needs to belong 🏠 💚 In Plannuh, an expense can belong to a Goal, a Campaign, an Expense Bucket...or it can remain unassigned if you prefer. You can select the parent for your expense from the 'Parent' menu in the expense panel in the Expenses tab. Plannuh will show you all the valid homes for your expense based on its characteristics. You can easily change the parent at any time after you've initially set it by returning to the same menu. Check it out here:
You can sort by any column that has a blue sort icon to the right of the column header, as shown in this video:
You can filter the table by any column that has a blue filter icon beneath the column header.
All filters in the top tool bar apply to the Expenses Tab as well
You can arrange how you view the expenses as a flat list, arranged by budget segment, or arranged by plan structure (Goal -> Campaign -> Expenses Buckets). You can add new expenses to any view.
Selecting a single Expense
As you navigate through the expense list, Plannuh shows you which expense is in focus. When you click on the expense, it opens the detail panel for that expense and shows you which cells are editable. You can tab across the fields or click on the fields you want to edit.
Add a one-time expense
You can now add an expense much more quickly in Plannuh, without having to open and click through an Expense modal. You can tab between cells, and the selection menus automatically drop down. As soon as you finish setting the timeframe for the expense, it's saved.
Add a recurring expense
If you want to add a recurring expense (e.g. a blanket PO, a retainer, or a monthly digital ad spend) that takes up multiple quarters or months, that's also very easy. Notice how Plannuh automatically spreads out amount across the timeframes, and sets the status for you
Upload multiple expenses
If you have lots of expenses to add to your budget, it is quicker to import them using our Expense Upload Template vs entering them one at a time. The video below shows you how to do that.