Adding a planned expense
Go to Planning → Expenses → New. Fill in:
- Name.
- Amount.
- Currency.
- Start date and end date.
- Category — which expense account to use.
- Vendor (optional).
- Project (optional).
Save. Dotio spreads the expense across months in the plan.
Recurring vs one-time
- Recurring — “Office rent, $5,000/month, January through December.” Spread evenly.
- One-time — “Annual insurance, $12,000 in March.” Booked in full that month.
Bulk entry
If you have a list of planned expenses in a spreadsheet, upload it. Dotio imports each row.
Editing and deleting
Go to Planning → Expenses. Click any expense to edit. Delete removes it.
Through chat
“Plan $3,000/month for marketing starting next month.”
“Add a one-time planned expense: $15,000 for our retreat in Q3.”