From work purchases to a weekly review
Materials for a job, travel to a client or equipment for work: record the purchase and tag it as a business expense. Review the relevant records in the business centre at the end of the week, then export CSV for your own bookkeeping workflow.
Mark purchases that belong to work
Tag the relevant purchases as business expenses so they are easier to review separately. A useful record begins with the correct date, total and purchase context. Check recognised receipt details before relying on the information in your business records.
Return to business receipts
Use the business centre to review the relevant receipts and spending figures. Keep the original documentation required by your organisation or adviser. CHEK helps organise purchase information; a tag in the app does not establish that an expense is tax-deductible.
Treat forecasts as estimates
Forecasts provide context based on recorded data, not a promise of future spending or cash flow. Missing purchases and changing circumstances can affect the picture. Compare estimates with the actual obligations and plans for your business.
Continue working in a spreadsheet
CSV export gives you a way to review data outside the app. Check the records, categories and totals before using them in another system. CHEK is not presented as a replacement for accounting software, official financial reporting or professional advice.
Consistent totals for work expenses
Updated accounting uses purchase dates and record currencies for business totals and forecasts. Do not treat amounts in different currencies as equivalent, and check entered income and expenses before interpreting a result. CSV remains a way to continue working with your own data.
Separate small-business spending
Keep the amount, date and supporting receipt when available for each work purchase, and mark the record as business-related. Review personal purchases separately. If one receipt mixes work and household items, check the record before including its entire amount in the business overview.
A worked example for a customer job
In this illustrative example, materials, delivery and travel total USD 360. These are only some of the costs of completing a job. The total is not profit and does not account for all income, labour or other obligations.
| Work purchase | Amount |
|---|---|
| Materials | USD 280 |
| Delivery | USD 50 |
| Travel to the customer | USD 30 |
| Total | USD 360 |
Checks before a CSV export
Review dates, amounts and business labels. Look for a receipt and a manual entry that record the same purchase twice. Open the exported file and compare totals. CHEK supports a management overview of spending; the CSV is not a ready-to-file tax return.
Plan the next work purchases
Enter available business funds and bills still due in the budget calculator. Do not include expected customer payments in the available balance before receiving them. The result allocates the entered funds rather than forecasting business profit.
An expense record is not the same as a profit calculation
A freelancer or small-business owner can use purchase records to review work costs. To calculate profit, you also need complete revenue and cost information for the relevant period. Do not treat cash available today as profit or a business label as proof that an expense is tax-deductible.
How to separate personal and business expenses
Use a consistent recording rule: mark work purchases immediately and keep personal purchases in your personal budget. For a mixed purchase, retain an explanation of the split and do not count the full amount twice. Reconcile records with receipts weekly, then check categories and duplicates before exporting. Do not treat all work income as personal spending money when some is already committed to doing the work.
Tools for your next step
Continue with a practical example or use a website tool.
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