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# Expenses overview: see spending, bills due and missing receipts

The Expenses module is where you track money going out. You keep a list of the vendors you pay, record bills you owe and the payments that settle them, log one-off expenses, attach receipts, and see every subscription Tabby has found in your accounts.

This article introduces the module and its dashboard, the Expenses overview.

## Expenses at a glance

### Where to find it

Open **Expenses** in the left sidebar. The group expands to show six pages.

![The Expenses group in the sidebar.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/01-expenses-menu_1dackkm.png)

### What each page is for

| Page | Use it to |
| ---- | ---- |
| Overview | See where your money goes, which bills are due and which expenses need a receipt. |
| Vendors | Keep contact details, payment terms and 1099 status for the businesses and people you pay. |
| Bills | Record what you owe a vendor and when it's due. |
| Bill payments | See and edit the payments you've made against bills. |
| All expenses | See every expense in one list, whether you recorded it or it came from your bank. |
| Subscriptions | See the recurring charges Tabby has found, what they cost and how to cancel them. |

### Bill, expense or bank transaction?

* Record a **bill** when a vendor has invoiced you and you'll pay later. The bill sits in what you owe until you pay it.
* Record an **expense** when you've already paid and the payment won't come through a connected account, for example cash or a personal card.
* Do nothing extra for money that leaves a **connected bank or card**. Tabby imports those transactions and they appear in All expenses on their own.

## Expenses overview

The overview is a dashboard for money going out. It reads from your bills, expenses and bank transactions and points you to what needs attention.

### Tour of the page

**\[ Screenshot 2: 02-expenses-overview\.png ]**

*The top of the Expenses overview. The numbers match the list below.*

1. **New bill and Log expense.** Start a record without leaving the page.
2. **Ask box.** Send a question about your spending to Tabby Talk. The chips under it are ready-made questions.
3. **Period.** Sets the date range for the numbers and charts below.
4. **Key numbers.** Spent, Bills to pay, Subscriptions and Missing receipts.
5. **Insight.** The biggest change in your spending, with an **Ask why** button that sends the question to Tabby Talk.
6. **Spending over time.** What you spent, period by period, with a dotted line for the monthly average.
7. **Bills to pay.** What you owe, grouped by how soon it's due.

### Choose a period and read the key numbers

Pick **This month**, **Last month**, **This quarter**, **This year** or **Last year**, or click **Custom** and enter a From and To date. The text beside the buttons shows the dates in use and the earlier period Tabby compares against.

![The period, the four key numbers and the insight.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/03-period-and-key-numbers_p8iz84.png)

| Number | What it tells you |
| ---- | ---- |
| Spent | Your total spending in the period, with the change against the prior period. |
| Bills to pay | What you owe vendors today, with how many bills are overdue and how much is due this week. |
| Subscriptions | Your subscription cost per month and the number of active subscriptions. |
| Missing receipts | How many expenses have no receipt, and their total value. |

Bills to pay and Subscriptions show today's position, whichever period you choose.

### Spending over time

Each bar is one month. The current month is shown lighter because it isn't finished. Switch from **Chart** to **Table** to read the figures as numbers.

### Bills to pay

The panel splits what you owe into **Overdue**, **Due this week** and **Later**, then lists each bill with its vendor, reference and due date.

![Overdue bills come first, then bills due this week.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/04-bills-to-pay_d5iv9n.png)

* Click **Pay** on a row to schedule that payment. The button changes to **Scheduled**.
* Click the link at the bottom to show bills due later.
* Click **Bills** to open the full list.

### Categories, vendors and subscriptions

Scroll down for three breakdowns.

![Where the money went, who it went to and what renews.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/05-expenses-overview-lower_17ns3xw.png)

1. **Spending by category.** Your largest categories, each with its share of spending and the change against the prior period. The arrow opens All expenses.
2. **Top vendors.** Who you paid the most. The arrow opens Vendors.
3. **Subscriptions.** Each subscription with its monthly cost and next renewal date. The arrow opens Subscriptions.

### Latest expenses and missing receipts

The table at the bottom lists your most recent expenses with the vendor, category, the account that paid and whether a receipt is attached.

![The Receipt column shows Matched, Not needed or Add receipt.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/06-latest-expenses_uj77or.png)

* Filter the table with **Missing receipt** or **Over $500**.
* Click **Add receipt** on a row and Tabby looks for the receipt and matches it to the expense.
* Click a row to open it, or **View all** for the full list.

### Ask Tabby Talk about spending

Type a question in the ask box, such as "where can I cut costs?", and press `Enter`. The chips do the same with one click: **Where can I cut costs?**, **Pay bills due this week**, **Find missing receipts** and **Unused subscriptions**. See **Tabby Talk** for how tasks and credits work.

## Common questions

### Should I record a bill or an expense?

Record a bill if you'll pay later, so it shows in what you owe. Record an expense if you've already paid and the payment won't arrive through a connected account.