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Track and manage business expenses in HoneyBook

Easily manage expenses in one place and uncover key financial trends that help grow your business with HoneyBook’s Expenses tool

Updated this week

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

  1. From the navigation menu, select Finance > Expenses

  2. Select Create new expense

  3. Fill in the required fields:

    1. Description

    2. Date

    3. Amount

  4. (Optional) Add:

    1. Tax category

    2. Project

    3. Notes

    4. 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!