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How to link Vehicle Expenses

When you link to/create a Vehicle Expense, this also creates an Annual Expense and links them together. All future transactions synced from your bank(s) matching the same transaction data, will be auto updated with the same Categories, Friendly Name, Dates, etc and sorted in your Expense Dashboard

This also means that you will get notifications related to your re-occuring Vehicle Expenses and if a transaction is found related to paying a Vehicle Expense, myPortableFinance will auto update the Due Date for the Vehicle Expense


Part 1 - Creating Vehicle Expenses as Annual Expenses

You can create and link Registrations, CTP/GreenSlips, Car Services and Car Finances (Loans)

1. Tap/Click "+" to add/link Vehicle Expense

2. Select "Add new Registration Expense"

3. Tap/Click "Add"


4. Fill out the Annual Expense form (you will be redirected back to the Vehicle Tracking Dashboard after adding)


Part 2 - Linking Vehicle Expenses as Annual Expenses

You can link Registrations, CTP/GreenSlips, Car Services and Car Finances (Loans)

1. Tap/Click "+" to add/link Vehicle Expense

2. Select the Expense you want to link to this Vehicle

3. Tap/Click "Update" to link Vehicle Expense


Part 3 - Linking irregular Vehicle Expenses to a Vehicle

You can link Fuel, Mechanic Visits, Car Cleaning Supplies and irregular Vehicle Expenses

1. Navigate to Expense Tracking

2. Tap/Click the "Link" icon (button) on a Tracked Expense

3. Select "Link to Vehicle Expense"

4. Select Vehicle to link to

5. Tap/Click "Link"

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Article last updated: 18/04/2021

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