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Documentation - Expenses - Basic information
Managing Expenses & Category Modules
The application provides two flexible methods for structuring expenses: creating Expense Modules to group items into categories, or creating Independent Expense Items.
Expense Modules vs. Independent Expenses
| Feature | Expense Modules (Categorized) | Independent Expense Items |
| Grouping & Hierarchy | Parent container that groups multiple child expense items together. | Standalone expense entry without a parent module attachment. |
| Bulk Visibility Control | Unpublishing a module automatically hides all attached items from calculations and views in one click. | Must be published or unpublished individually. |
| Plan Sorting & Layout | Structurally orders and organizes related expenses in the generated plan view. | Appears as a standalone line item in the plan view. |
| Tag Filtering | Applies parent-level tags to filter all contained items, or allows unique item-level tags for granular browsing. | Operates with its own independent tags for direct filtering. |
Recurring Calculations & Display Customization
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Flexible Schedules: Both expense modules and items support customizable calculation intervals (Daily, Weekly, Monthly, or Yearly).
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Daily Normalization: The system automatically converts all scheduled costs into daily increments to project cash flow accurately under the Plugins $rightarrow$ Plan page.
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Custom Display Controls: Easily toggle the visibility of specific metadata fields (Description, Username, Date, or Time) to clean up digital views or prepare streamlined, print-ready reports.
Source : budgetlayers
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Basic information
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