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How do I add a new client?
How do I add a new client?
Ashleigh Rockwell avatar
Written by Ashleigh Rockwell
Updated over a week ago

In addition to tracking your data at the business level, you can also track it at the client-level.

There are two main ways to add a new client:

From the Settings menu:

  1. On the mobile app, tap the 3 dots in the top left corner and on the web app, click the gear icon in the top right corner

  2. Select "Clients"

  3. Tap the plus sign in top right corner

While entering/tagging an expense:

  1. Tap the expense to open it

  2. Tag the expense as Business and choose the appropriate business

  3. Tap the Client field and tap the plus sign in the top right on the mobile app or click the Client field and click "+Add New Client" on the web app

  4. Type the client name

  5. To save the client, tap the "Add button" (Note: on the web app, you also have the option to hit the “enter” key on your keyboard)

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