Track expenses

Tracking expenses

The expenses page is where you record what the clinic spends — supplies, rent, subscriptions, anything that comes out of the business rather than being billed to a patient. Beyond simply logging them, it also totals your tax paid, tracks spend against a monthly budget, and breaks spending down by category.

Add an expense

Choose New Expense, then enter the expense date, the vendor, and a category. Categories are what power the breakdown you'll see later, so keep them consistent.

The new expense form with date, vendor, and category fields.

Enter the total amount including tax, then choose the tax rate that applies — ClinyPal works out the tax portion for you. Add a note if you want a reminder of what the expense was for.

Entering the expense amount and tax rate.

Save, and the expense is added to your totals immediately.

See where your money is going

At the top of the page you'll find your total spend, tax recorded, average expense, and largest expense at a glance. Below that, the category breakdown compares this month's spending to last month's, category by category, so a sudden jump stands out immediately.

The expense summary cards and category breakdown chart.

Keep an eye on flags

If anything needs attention — like expenses missing tax information, or spending approaching a monthly budget you've set — it's called out in the flags section rather than something you have to notice yourself.

Editing or archiving an expense

Select an expense from the list to correct any detail. If one was entered by mistake, archive it rather than deleting it, so your historical totals stay explainable.