Expenses
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💰 Expenses (in the Vessel section of the sidebar) tracks what the boat costs to run: fuel, dockage, equipment purchases, and anything else. Service costs are already recorded in the Service Log, and reports include those automatically, so you don't need to enter them twice.
Expense tracking is free on every plan.
Adding an expense
Click Add expense and fill in:
- Date and Amount
- Type: Fuel, Dockage / Mooring, Equipment purchase, or Other. For work done on the boat, add a Service Log entry instead. Service Log costs show up in your expense reports automatically.
- Vendor (for example, "Harbor Fuel Dock")
- Equipment (optional). Links the expense to a specific piece of equipment, so it also appears on that item's Expenses tab (see Equipment).
- Notes
Reading a receipt automatically
Click 📄 Upload receipt (auto-fills fields below) and ReadyHelm reads the receipt to fill in the type, vendor, amount, and date. Check the filled-in fields before saving. If a receipt can't be read, you can still enter it by hand. The receipt stays attached to the expense.
Receipt auto-fill is a Skipper-plan feature. Attaching a receipt without auto-fill works on every plan.
Viewing and filtering
Pick a date range (This year, Last 12 months, or Custom range), then filter by type or equipment. A chart shows spending broken down by type, and the list below shows each expense, including costs from the Service Log. Edit any expense you added.
Exporting
Export CSV (for a spreadsheet or your accountant) or Export PDF (a formatted report) exports whatever is currently filtered.
Where else costs show up
- Home's Costs this year tile totals Expenses and Service Log costs for the year to date, across your fleet (see Home & Vessel Summary).
- When First Mate reads a receipt while you're adding documents, items that aren't equipment are logged as expenses automatically (see First Mate).
- You can ask First Mate in chat to log an expense for you.