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Income & Expense Tracking
Income & Expense Tracking
40 articles in this collection
Written by
Ashleigh Rockwell,
Bradie Connor,
and
Rose Anzures
Tracking Income & Expenses
Can I create a recurring expense in Hurdlr?
Written by
Bradie Connor
Updated over a week ago
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
Ashleigh Rockwell
Updated over a week ago
What date format can I use for the CSV Import feature?
Written by
Ashleigh Rockwell
Updated over a week ago
Can I select a bank account for my manually entered or imported transactions?
Written by
Bradie Connor
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 delete my transactions in bulk?
Written by
Bradie Connor
Updated over a week ago
How do I tag multiple trips or transactions at once?
Written by
Ashleigh Rockwell
Updated over a week ago
How can I split an expense? Can I split it between multiple businesses or clients?
Written by
Bradie Connor
Updated over a week ago
Can I attach a receipt to my expense?
Written by
Ashleigh Rockwell
Updated over a week ago
Can I email my receipts to Hurdlr?
Written by
Bradie Connor
Updated over a week ago
How do I add a new Vendor?
Written by
Bradie Connor
Updated over a week ago
I uploaded the wrong receipt. How do I change it?
Written by
Bradie Connor
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
Bradie Connor
Updated over a week ago
How do I track refunds in Hurdlr?
Written by
Ashleigh Rockwell
Updated over a week ago
How can I convert an income transaction to an expense refund?
Written by
Rose Anzures
Updated over a week ago
Why doesn’t my income on my Home screen match the income on 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
Bradie Connor
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
Bradie Connor
Updated over a week ago
Can I create a rule for transactions that have custom transaction/date data (non-exact match rules)?
Written by
Bradie Connor
Updated over a week ago
What are suggested expense rules?
Written by
Ashleigh Rockwell
Updated over a week ago
How do I view or edit my income and expense rules?
Written by
Bradie Connor
Updated over a week ago
How do I delete an income or expense rule?
Written by
Bradie Connor
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?
Written by
Bradie Connor
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
How do I track personal itemized deduction expenses (medical expenses, donations, etc.)?
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