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TrulySmall Expenses: Getting Started
TrulySmall Expenses: Getting Started

Learn how to manage expenses and budgets for your small business!

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Written by TrulySmall
Updated over 9 months ago

The future of small business expense management and budgeting has arrived with TrulySmall Expenses. This innovative and powerful application lets you simultaneously manage your business and personal expenses in one place. It doesn't matter whether you're an entrepreneur, freelancer or contractor, you can finally stop relying on outdated tools like spreadsheets and calculators.

Here's an overview of all the features:

  • Track business expenses and scan receipts

  • Connect your bank and credit card accounts

  • Separate and track personal expenses

  • Create a monthly budget for each category

  • View expense reports and key insights

  • Real-time notifications and alerts

  • Manage your subscription

Getting started is simple, especially when you connect your bank and credit card accounts. Let's begin.


Step 1: Create a User Account

Create your TrulySmall Expenses Email and Password to get started. As an alternative method, you can sign up using your Google account. Next, select a primary currency for your account.

If you already have an existing user account, click on the Sign In link at the bottom of the page.


Step 2 - Add Expenses by Connecting Your Bank Accounts

The best way to start in TrulySmall Expenses is by connecting your bank and credit card accounts. By doing so, your expenses will be automatically imported, categorized and sorted for you. If your account has business and personal transactions mixed together, you can easily separate them so you can keep track of everything in the same application.

If you cannot link your accounts, you can still add transactions in other ways. To learn how, check out our guide on Adding Expenses.


Step 3 - Create a Budget

Take your expense tracking to the next level by creating a budget for each of your expense categories. Not only can you monitor your business spending for each category, you can also set budgets for your personal expenses as well.


Step 4 - View your Reports

Our visual reports provide you with immediate insights into your business operations and let you to compare your activity on a daily, weekly or monthly basis. This will help you make better business decisions and manage your finances in a way that make a positive impact on your success.


Dark mode vs. Light mode

TrulySmall is available in Dark Mode if you prefer that option. The default setting is Light Mode, and you can switch modes easily by going to the menu. It's an easy toggle-switch and you can use it based on what your eyesight is accustomed to.


The TrulySmall Expenses Mobile App

Download the TrulySmall Expenses mobile app today from the iOS App Store and Google Play Store and you'll have TrulySmall Expenses in your pocket whenever you need it.

For more information on various areas of TrulySmall Expenses, use our quick links below.

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Quick Links!

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