If you frequently record similar expenses like monthly subscriptions or recurring vendor payments, you don’t need to start from scratch each time. Instead, use the Duplicate feature to instantly create a copy of any existing expense, saving time and reducing errors.
Steps to Duplicate an Expense Record:
Step 1: Navigate to Expenses Go to the top navigation bar, click on More ➡️ Spend ➡️ Expenses, and open the Expense Table.
Step 2: Choose One of the Two Ways to Duplicate
Method 1: Using the Three-Dot Menu Locate the specific expense transaction you want to copy, click the three-dot icon next to it, and select Duplicate.
Method 2: Using the Checkbox Select the checkbox next to the expense you want to duplicate, then click the Duplicate button at the top of the table.
Step 3: Review and Edit The system will instantly generate a copy of the selected expense. It will appear right in your table, ready for you to open and edit if needed.