Add expenses and income by hand

Quick Entry is handy, but sometimes you’d rather fill in a form. Margaret does this when she has a receipt in front of her. This chapter shows the form for money going out and money coming in.

Two names for the same pages

On a computer, the Expenses menu item opens a page called Money out, and Income opens a page called Money in. They are the same pages, just named by what they show. On Android, the bottom bar says Expenses and Income.

Add an expense

What you’ll do: record something you spent, using the form.

1. Open Expenses. On a phone or tablet, tap Expenses in the bottom bar. On a computer, choose Expenses in the left-hand menu.

2. Tap Add Expense.

   1

   1. 1 Add Expense button

   1

   1. 1 Add Expense button

   1

   1. 1 Add Expense button

3. The New Expense form opens. It has an amount, a category, a description, a date and how you paid.

   123

   1. 1 Amount
   2. 2 Description
   3. 3 Save

   123

   1. 1 Amount
   2. 2 Description
   3. 3 Save

   123

   1. 1 Amount
   2. 2 Description
   3. 3 Save

4. Fill it in. Type the Amount. Choose a Category, such as Groceries. In Description, type where you spent it. Date starts as Today. You can choose Yesterday or pick another day. Check Payment Method.

   1

   1. 1 Save

   1

   1. 1 Save

   1

   1. 1 Save

5. Tap Save.

   

   

   

You'll know it worked

A message says Expense Created Successfully! and the entry appears in your list. Open Home and you’ll see Money available go down by that amount.

If something goes wrong

If Save is greyed out, one of the boxes is empty. Check that the amount, category and description are filled in.

How you paid

Choose the way you really paid. The choices are Cash, Debit card, Credit card, Cheque and Bank transfer.

Paying by credit card lowers Money available right away. VIVA counts the purchase when you save it, not when your card bill arrives. This keeps the figure honest about what you’ve already committed to spending.

Starting balance

If this is the very first thing you add, VIVA asks for your starting balance first. See Set your starting balance.

Add income

What you’ll do: record money that came in, such as a pension payment.

Sam, a friend of Margaret’s who is 60 and still works part-time, adds income from several places. The steps are the same for everyone.

1. Open Income. Tap Income in the bottom bar (computer: Income in the left-hand menu).

2. Tap Add Income.

   1

   1. 1 Add Income button

   1

   1. 1 Add Income button

   1

   1. 1 Add Income button

3. Fill in the New Income form. Choose the Category that fits, such as CPP, OAS, GIS, Employment Income or RRIF / RRSP Withdrawal. Add the amount, a description and the date.

   12

   1. 1 Category choices
   2. 2 Save

   12

   1. 1 Category choices
   2. 2 Save

   12

   1. 1 Category choices
   2. 2 Save

4. Tap Save.

You'll know it worked

The entry shows in your list, and Income on Home goes up. Money available goes up too.

On a computer

The form opens as a pop-up window on a computer. Everything in it is the same as on a phone.

Helping someone else

If you’re helping a parent, sit beside them for the first entry. Let them type the amount and choose the category themselves. Afterwards, look at Home together and see the number change.