Track and manage your expenses

Add expenses manually or import them via bank sync. Assign categories, wallets, and tags, then search and filter your transaction history by date or category.

Expenses are the core record in Dongip. Every charge you log—whether entered by hand or pulled in from your bank—lives in one unified list that you can search, filter, categorize, and act on. The goal is to give you a complete, accurate picture of where your money goes without requiring manual entry for every transaction.

Add an expense manually

Tap the + button on the Expenses screen to open the new expense form.

1. Enter the amount

   Type the expense amount. Set the currency if needed.

2. Choose a category

   Select from your existing categories (Groceries, Transport, Dining, etc.) or create a new one. Categories determine how expenses appear in your budgets and reports.

3. Select a wallet

   Assign the expense to a wallet—for example, your personal cash wallet or a specific bank account. See Wallets for more on setting these up.

4. Set the date

   The date defaults to today. Tap it to change to a past or future date.

5. Add a note and tags (optional)

   A short note (e.g. “Team lunch” or “Airport parking”) helps you find this transaction later. Tags let you group expenses across categories—useful for a trip, a project, or any temporary label.

6. Save

   Tap Save. The expense appears in your list immediately.

Bank-synced expenses

When bank sync is active, transactions import automatically and appear in your expense list with a category pre-assigned. Dongip uses your correction history to improve category accuracy over time.

1. Review new imports

   Imported transactions that need your attention are flagged. Tap any transaction to review it.

2. Confirm or change the category

   If the auto-assigned category is correct, leave it as is. If not, select the right category—Dongip remembers the correction for future charges from the same merchant.

3. Add optional details

   Add a note, tags, or reassign the wallet if needed, then save.

Correcting a category once is usually all it takes. Dongip applies your preference automatically to future transactions from the same merchant.

Search and filter

Use the search bar at the top of the Expenses screen to find transactions instantly. You can search by:

• Note or merchant name — type any word from the transaction description
• Tags — filter to all expenses with a specific tag
• Category — show only one category at a time
• Date range — narrow to a week, month, or custom period
• Wallet — see only expenses assigned to a particular wallet

Combine filters to answer questions like “How much did I spend on dining in March?” without scrolling through your full history.

Recurring expenses

For bills and charges that repeat on a schedule—rent, subscriptions, gym membership—you can set an expense as recurring so Dongip logs it automatically each period.

1. Open the expense or create a new one

   Tap an existing expense or add a new one with the + button.

2. Enable recurring

   Toggle Recurring and choose a frequency: daily, weekly, monthly, or yearly.

3. Set the start date

   Choose when the recurrence begins. Dongip creates a new entry on each scheduled date going forward.

If your bank is connected, recurring charges often import automatically anyway. Use manual recurring entries for cash expenses or anything not attached to a bank account.

Edit an expense

Tap any expense in the list to open it. Change any field—amount, category, wallet, date, note, or tags—then tap Save.

Delete an expense

Open the expense and tap Delete (or swipe left on the list item). Deleting a bank-synced transaction removes it from Dongip but does not affect your bank account.

Deleting a recurring expense removes all future instances. Past entries are kept for your records.

Export your expenses

Export a filtered or full expense list to CSV or PDF in one tap from the Reports screen. Both formats include amount, date, category, wallet, note, and tags.