Managing your business expenses in HoneyBook is simple, whether you’re on desktop or in the mobile app. You can quickly add, edit, or delete expenses to keep your records up to date, and—on desktop—export a CSV report to share with your bookkeeper.
For members on the Essentials or Premium plans, you can also import expenses directly from your bank through Plaid, or your credit card account, giving you automated daily updates.
All HoneyBook plans include access to the "Expenses" page
Only account owners, super admins, and bookkeepers can create, edit, or delete expenses, as well as download CSV reports of expenses
You can use the time filter to pick a specific time frame to view. By default, it’s set to All time.
Add a new expense on the web or mobile app
Open HoneyBook on desktop or the mobile app
From the navigation menu on:
Desktop: Select Finance > Expenses > + Add expense
Mobile:
Select Tools > Expenses > the
add icon, orSelect the
add icon > Expenses
Fill in the required fields:
Merchant
Date
Amount
Optionally, fill out the other fields
Select Save
Edit or delete an expense on the web or mobile app
To edit an expense on:
Desktop: Hover over it, then select the
edit iconMobile: Select the
three-dot menu icon > Edit
To delete an expense on:
Desktop: Hover over it, then select the
delete icon > Yes, deleteMobile: Select the
three-dot menu icon > Delete > Yes, delete
Download your expense report on the web
Need to share expenses with your bookkeeper outside HoneyBook? From the navigation menu on desktop, select Finance > Expenses > the three-dot menu icon > Download CSV to export your full report.
📣 Note
Downloading expense reports is only available on desktop. This feature is currently not supported in the mobile app.
Import expenses from your bank or credit card account on the web
You can import expenses directly from your bank account through Plaid, or your credit card account. When connected for the first time, the last 90 days of transactions will be synced and then afterwards, transactions will automatically be updated once a day on your HoneyBook "Expenses" page.
📣 Note
This feature is currently only available on the desktop, and to members on the Essentials or Premium plans.
Plaid will only pull bank account transactions that are in a posted or settled status. If the transaction status later changes on Plaid’s side, for example, the amount is updated or the transaction is canceled, HoneyBook won’t update the status of these transactions. Members will need to manually update the transactions on their "Expenses" page.
Open HoneyBook on desktop
From the navigation menu, select Finance > Expenses
Select Sync expenses > Continue
Enter your area code and phone number
When prompted, enter the 6-digit code sent to your mobile phone, then select Continue
Select your bank institution > Continue to login
Follow the prompts to log in to your bank or credit card account, so you can get your account information connected to HoneyBook
Make sure the business accounts you want to import expenses from are selected, then select Continue
To save your bank information to Plaid, enter your area code and phone number, then select Save
Otherwise, select Finish without saving > Got it to return to the HoneyBook “Expenses” page
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!