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Add, edit, and import business expenses in HoneyBook

Track and update expenses on the web or mobile app. Use the desktop site to export reports or import from your bank or credit card account.

Updated yesterday

Managing your business expenses in HoneyBook is simple, whether you’re on the desktop site 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 tool

  • Only account owners, super admins, and bookkeepers can create, edit, or delete expenses, as well as download a CSV 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

  1. Open the HoneyBook desktop site or mobile app

  2. From the navigation menu on:

    1. Desktop: Select Finance > Expenses > Create new expense

    2. Mobile: Select Tools > Expenses > the plus icon

  3. Fill in the required fields:

    1. Merchant

    2. Date

    3. Amount

  4. (Optional) Add:

    1. Tax category

    2. Project

    3. Notes

  5. 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 pencil icon

    • Mobile: Select the three-dot icon > Edit

  • To delete an expense on:

    • Desktop: Hover over it, then select the trash can icon > Yes, delete

    • Mobile: Select the three-dot 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 the HoneyBook desktop site, select Finance > Expenses > Download CSV to export your full report.

📣 Note

Downloading expense reports is only available on the HoneyBook desktop site. 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 HoneyBook desktop site, 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.

  1. Open the HoneyBook desktop site

  2. From the navigation menu, select Finance > Expenses

  3. Select Sync expenses > Continue

  4. Enter your area code and phone number

    1. When prompted, enter the 6-digit code sent to your mobile phone, then select Continue

  5. Select your bank institution > Continue to login

  6. Follow the prompts to log in to your bank or credit card account, so you can get your account information connected to HoneyBook

  7. Make sure the business accounts you want to import expenses from are selected, then select Continue

    1. To save your bank information to Plaid, enter your area code and phone number, then select Save

    2. 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!