> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/expenses-1.md).
# Expense Records
Expense records are used for project costs that do not involve invoices or purchase orders but still need to be tracked for accurate financial reporting. These may include items such as property tax, permits, or other direct payments.
Creating expense records ensures that all outflows are captured and aligned with your allocated funding.
### Step 1: Create an Expense Record
Once your project is funded, you can begin recording expenses against the allocated funds.
From your BT Project Dashboard, locate the "BT Expenses" tab on the right side under Quick Links.
Click on "New" to create a new expense record.
Enter the required details, including:
* Name of the expense
* Description
* Amount
* Select the relevant Budget Line
Once all details are entered, click "Save".
Your new expense record is now created and ready for allocation.
### Step 2: Allocate the Expense to the Budget Item
To link the expense with your funding, navigate to the "Funding" section within the Budget.
Locate the relevant budget item and click on "Allocate" next to it.
A pop-up window will appear.
* Select: Expense as\
allocation type & click "Next".
* Select the appropriate expense record and click "Continue".
In the next screen, review all allocation details, including funding source and amount.
Once verified, click "Create Allocation" to complete the process.
### Outcome
Your expense is now successfully allocated to the selected budget item.
The allocation will be reflected in:
* The Budget Funding dashboard
* The Manage Funding Transactions dashboard under allocated funds
This ensures complete visibility into how your funding is being utilized across the project.
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