GoTaskhub Logo

Home Expenses in GoTaskhub

Home Expenses in GoTaskhub

Updated 2025-11-06

Home Expenses in GoTaskhub help you track day-to-day spending, organize recurring bills, attach receipts, and keep your monthly costs under control. Categorize transactions, compare against budgets, and spot trends with simple reports.

What an expense includes

  • Amount & currency (uses your default; change per item if needed)
  • Date (purchase or posting date)
  • Category (e.g., Groceries, Utilities, Fuel, Rent)
  • Merchant / payee
  • Notes (optional details like meter reading, order no.)
  • Receipt (upload image/PDF)
  • Recurring flag with frequency (monthly, yearly, custom)

Add a new expense

  1. Go to Home → Expenses and click New Expense.
  2. Enter amount, date, and choose a category.
  3. (Optional) Add a merchant, notes, and upload a receipt.
  4. (Optional) Toggle Recurring and select a frequency (e.g., monthly rent).
  5. Click Save. The expense appears in your list and analytics.

Import and receipts

  • CSV import: Import a bank export to add multiple expenses at once.
  • Receipts: Upload or forward receipts and attach them to expenses for easy proof-of-purchase.
  • Auto-categorize (optional): Map common merchants to categories to speed up entry.

Budgets & alerts

Create monthly budgets per category (e.g., Groceries €400). As you add expenses, GoTaskhub shows your progress and can alert you when you approach or exceed limits.

  • Set budgets per category or group of categories.
  • See remaining amount and percentage used at a glance.
  • Review month-over-month trends to refine targets.

Analyze your spending

Use the Analytics view to visualize spending by category, merchant, or time period. Filter to a single month, quarter, or year to find outliers and recurring costs.

Tips

  • Create categories that match how you think (e.g., “Kids”, “Pets”, “Fuel”).
  • Tag recurring bills so they’re easy to filter and review before renewal dates.
  • Attach receipts for warranties, returns, and insurance claims.
  • Pair Home Expenses with Budgets and Savings Goals for a complete plan.

Troubleshooting

My CSV won’t import

Check the header format (date, description, amount). Ensure the date format matches your locale and that amounts use a consistent decimal separator.

Receipts aren’t attaching

Confirm the file type (image/PDF) and size limit. Try re-uploading or converting large images to PDF.

Budgets look incorrect

Verify each expense has the correct category and month. Adjust your budget targets or recategorize a few outliers to get an accurate picture.

Frequently asked questions

How do I add a new expense?

Go to Home → Expenses and click New Expense. Enter amount, category, date, and optional notes/receipt, then Save.

Can I set up recurring bills (rent, utilities, subscriptions)?

Yes. Mark an expense as recurring and choose the frequency (monthly, yearly, etc.). You’ll see the next due date in your list.

Can I import expenses from a CSV or email receipts?

Yes. Use CSV import for bank exports. You can also forward or upload receipts, then attach them to expenses for easy reference.

How do budgets tie into expenses?

Budgets set monthly targets per category. As you add expenses, you’ll see progress vs. budget and alerts when you’re nearing the limit.

Next steps