Income & Expense Tracking

31 articles in this collection
Written by Ashleigh Rockwell, Kristen Cunningham, and Laurel Clark

Tracking Income & Expenses

When do new bank transactions pull into Hurdlr?

Written by Ashleigh Rockwell
Updated over a week ago

Can I import my bank transactions from a spreadsheet/CSV file?

Written by Laurel Clark
Updated over a week ago

How do I know which of my expenses are business deductible?

Written by Ashleigh Rockwell
Updated over a week ago

What is Deduction Finder and how does it work?

Written by Ashleigh Rockwell
Updated over a week ago

How do I tag multiple transactions as once?

Written by Ashleigh Rockwell
Updated over a week ago

Can I attach a receipt to my expense?

Written by Ashleigh Rockwell
Updated over a week ago

I uploaded the wrong receipt. How do I change it?

Written by Kristen Cunningham
Updated over a week ago

How do I mark transfers or withdrawals between my bank accounts?

Written by Ashleigh Rockwell
Updated over a week ago

Can I change a transaction if I make a mistake?

Written by Ashleigh Rockwell
Updated over a week ago

I accidentally deleted a transaction. How do I bring it back?

Written by Kristen Cunningham
Updated over a week ago

How do I track refunds in Hurdlr?

Written by Ashleigh Rockwell
Updated over a week ago

Why doesn’t my income on my Home screen match the my Income tab?

Written by Ashleigh Rockwell
Updated over a week ago

Personal vs. Business Expenses

Written by Ashleigh Rockwell
Updated over a week ago

Business Expense Categories

Can I add additional business expense categories?

Written by Ashleigh Rockwell
Updated over a week ago

Can I delete or edit expense categories that I’m not using?

Written by Kristen Cunningham
Updated over a week ago

Income & Expense Rules

What are expense rules?

Written by Ashleigh Rockwell
Updated over a week ago

What are income rules?

Written by Kristen Cunningham
Updated over a week ago

Can I create a rule for transactions that have custom transaction/date data (non-exact match rules)?

Written by Kristen Cunningham
Updated over a week ago

What are suggested expense rules?

Written by Ashleigh Rockwell
Updated over a week ago

How do I delete an income or expense rule?

Written by Kristen Cunningham
Updated over a week ago

How do I view or edit my income and expense rules?

Written by Kristen Cunningham
Updated over a week ago

Advanced Expense & Income Tracking (Pro)

Is there an advanced search option? (Pro)

Written by Ashleigh Rockwell
Updated over a week ago

What does “Other Expenses” mean, and when should I use that? (Pro)

Written by Ashleigh Rockwell
Updated over a week ago

How do I mark something as Equity (e.g. Owner’s Draw)? (Pro)

Written by Ashleigh Rockwell
Updated over a week ago

How do I mark something as an Asset? (Pro)

Written by Ashleigh Rockwell
Updated over a week ago

What does “Other Income” mean, and when should I use that? (Pro)

Written by Ashleigh Rockwell
Updated over a week ago

How can I track depreciation in Hurdlr? (Pro)

Written by Kristen Cunningham
Updated over a week ago

Personal Expense Tracking

How do I create custom personal expense categories?

Written by Ashleigh Rockwell
Updated over a week ago

What are personal expense categories?

Written by Ashleigh Rockwell
Updated over a week ago

How do I tag my expenses to a personal expense category?

Written by Ashleigh Rockwell
Updated over a week ago

Can I export reports of my personal expenses?

Written by Ashleigh Rockwell
Updated over a week ago