Edit, End, Pause or Delete an Expense
Updated October 2, 2026
An expense is always booked from its current settings, for all of its days. So every change to an expense also changes past days. To stop an expense and keep its history, set an end date.
- Where
- In the sidebar: Expenses > Operating, the menu at the end of a row.
- Who
- Anyone whose expense changed, ended or was entered by mistake.
- Updates
- The days of the expense are booked again at once. Orders are not recalculated.
What Each Action Does#
| Action | What it does | Effect on past days |
|---|---|---|
| Edit | Opens the dialog with the current values. Save Changes in the preview saves them | All days since the start date are booked again with the new values |
| Edit, set End Date | Ends the expense. No amount is booked after the end date | Days up to the end date stay as they are |
| Disable | Pauses the expense. Its status becomes Paused | All its amounts are removed, past days included. Enable books them all again |
| Delete | Removes the expense after you confirm with Delete Expense. This cannot be undone | All its amounts are removed, past days included |
| Duplicate | Opens the dialog for a new expense with the same values and "(Copy)" added to the name | None, until you create the copy |
When an Amount Changes#
Do not edit the amount of the running expense, because that would also change the past. End it and create a new one. Example: bookkeeping rises from $300.00 to $350.00 on 1 January.
- Open the row menu of the expense, click Edit, set End Date to 31 December and save.
- Open the row menu again and click Duplicate.
- Enter the new amount, set Start Date to 1 January, and create the expense.
With Daily Split, set the end date to the last day of a month (of a quarter for Quarterly, 31 December for Yearly). If the end date falls inside a period, the amount for the remaining days of that period is booked on the end date. Example: the $300.00 bookkeeping expense ending on 15 September books $10.00 on each day from 1 to 14 September and $160.00 on 15 September.
To stop an expense and keep its history, set an end date. Disable and Delete are for expenses that should never have counted.
Limits#
- There is no change history: an edit rebooks all days of the expense. Use an end date and a new expense to keep the past.
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