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.
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.
📣 Note
Downloading expense reports is only available on the HoneyBook desktop site. This feature is currently not supported in the mobile app.
Add a new expense on the web or mobile app
Open the HoneyBook desktop site or mobile app
From the navigation menu on:
Desktop: Select Finance > Expenses > Create new expense
Mobile: Select Tools > Expenses > the plus icon
Fill in the required fields:
Merchant
Date
Amount
(Optional) Add:
Tax category
Project
Notes
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.
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!