How to Delete an Expense in AskBiz
Step-by-step guide to deleting an incorrectly entered or duplicate expense from the AskBiz Expenses tab, including the confirmation prompt and what happens to your metrics.
Key Takeaways
- Tap an expense row to open it, then tap the Delete button at the bottom of the edit form.
- A confirmation dialog appears before the expense is permanently removed — tap Confirm Delete to proceed.
- Deleted expenses cannot be recovered, so verify the entry before deleting.
When to Delete an Expense
Delete an expense when it was entered by mistake, when it is a clear duplicate of an entry already in the list, or when it was saved with incorrect information that cannot be corrected by editing (for example, a test entry from when you were setting up the app). For most errors — wrong amount, wrong vendor, wrong date — it is faster to edit the expense rather than delete it and re-enter it. Only delete when the entire entry needs to go.
Opening the Expense to Delete
Navigate to the Expenses tab. Find the expense you want to delete by scrolling, searching, or filtering. Once the expense row is visible in the list, tap anywhere on the row. The expense edit form opens, displaying all the current field values for that entry — vendor, date, amount, category, and notes.
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Scroll to the bottom of the edit form. You will see a red Delete button labelled Delete Expense or similar. Tap this button. A confirmation dialog appears asking you to confirm that you want to permanently delete this expense. The dialog typically displays the vendor name and amount of the expense so you can verify you are deleting the right entry. Read the confirmation message carefully.
Confirming the Deletion
In the confirmation dialog, tap the Confirm or Delete button to proceed with deletion. The dialog closes, the expense is removed from the database, and the expense list reloads without that entry. The Category Breakdown bar updates immediately, and all CFO metric cards recalculate. If you tapped Delete accidentally, tap Cancel or Dismiss in the confirmation dialog — the expense will not be deleted. If you have already confirmed the deletion, the expense cannot be recovered.