The Expenses and Extras module was initially developed as a secondary feature to support Owner Statements, and its original design did not account for several essential needs, simply because it wasn’t a primary focus at the time.
We’ve now introduced a series of improvements that address these limitations and set the stage for additional functionality.
Improved navigation & scalability
Split of expenses and extras
Previously, expenses and extras were displayed on the same page, making it difficult to distinguish between them and limiting scalability. To address this, we’ve now split them into two separate categories within a new menu section called “Expenses and Extras.”
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Expenses include items with negative values.
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Extras include items with positive values.
This change improves clarity and organization, especially as usage grows.
Tip: If you've been entering all your expenses as positive values, no worries. A new bulk-conversion feature allows you to quickly adjust them.
Categories section
Managing categories is now simpler and more intuitive. We've added a dedicated section where you can:
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Create new categories
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Edit existing ones
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Delete any that are no longer needed
This change makes it easier to maintain a clean and consistent structure for your expenses and extras.
More direct connection between Owner Statements and Expenses & Extras:
In the past, when creating or editing expenses or extras from within an Owner Statement, those changes wouldn’t be saved until the statement itself was saved, often causing confusion, errors, and frustration.
Now, any change you make to an expense or extra from within an Owner Statement is automatically saved to the main list. This means:
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No more losing work
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Fewer mistakes
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Smoother workflows
Other improvements:
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Updated filters: You can now filter the list by amount, among other fields, making it easier to find what you're looking for.
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"Concept" renamed to "Name": A clearer, more intuitive label.
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New description field: Add detailed notes or context to each expense or extra for better tracking.
Automations (June 18th)
Recurring expenses:
Users often need to register the same expenses repeatedly, which are consistent in amount and timing across listings. Manually entering these expenses each time is inefficient, error-prone, and time-consuming.
To solve this, we have introduced “Recurring Expenses”, which allows users to set up expenses that automatically repeat at defined intervals (monthly or weekly), and apply them to specific listings and owners.
To do that, go to Expenses & Extras -> Automations and click on Add automation
After filling in the details and clicking on Create, the automation will be ready and will trigger expenses or extras for every listing or owner selected