How to add expenses
Tracking expenses is essential for accurate financial records. In Nanny Admin, you can log expenses, categorise them, and upload receipts to keep everything organised.
1. Open the Expense entry form
- Tap Add from the bottom navigation.
- Select Add Expense to open the expense entry form.
2. Tag a family, nanny, or child
- For nannies: A family must be tagged to every record. If you’re only part of one family, it will be auto-selected.
- For parents: A nanny must be tagged to every record. If you only have one nanny in your family, they will be auto-selected.
- Optional: Tag the child(ren) in care for this entry.
3. Enter expense details
- Add the Amount of the expense.
- Set the Date the expense was incurred.
4. Optional: Choose or add an expense category
- Select an existing category or create a new one for better organisation
5. Optional: Upload a receipt
If you have a receipt, you can upload an image or PDF.
6. Optional: Add comments
Enter any additional Comments you’d like to keep on file.
7. Save the expense entry
- Tap Add expense to save the entry.
- The entry will now appear in your Records and reflect in your reports based on date and filters selected.
Important notes
- Nannies: Your employer family doesn’t need to download the app. You can create a Family profile independently, and start logging straight away. If your employer wants to join later, you can invite them as a family member.
- Parents: You’ll need to create a Family and add your Nanny before logging entries.
- You can edit or delete entries later if needed (see how to edit records or how to delete records).
- Receipts are optional but recommended for better tracking.