Understanding your business finances is key to making smart decisions and fueling growth. HoneyBook’s “Expenses” tool helps you track and manage your expenses in a single place, gain financial visibility, and improve accuracy—without relying on other tools.
By tracking both incoming payments and expenses in HoneyBook, you unlock access to financial insights. With HoneyBook’s “Expenses” tool, you can manage your entire financial picture—all in one place. Spend less time on spreadsheets and more time growing your business.
Who can access the Expenses tool
All HoneyBook plans include access to the “Expenses” tool
Only account owners and super admins can edit or delete expenses, as well as download a CSV of expenses
Bookkeepers can view and download a CSV of expenses, but can’t edit or delete expenses
Add a new expense
From the navigation menu, select Finances > Expenses
Select Create new expense
Fill in the required fields:
Description
Date
Amount
(Optional) Add:
Tax category
Project
Notes
Select Save
Edit or delete an expense
To edit an expense, hover over it and select the pencil icon
To delete an expense, hover over it and select the trash can icon
Download your expense report
Need to share expenses with your bookkeeper outside HoneyBook? Select Download CSV to export your full report.
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!