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Expenses and other income

Recording operating expenses and non-loan income by category.

3 min read · Updated 1 Nov 2026 · Page 50 of 64

WhereExpenses · Income
WhoAccountants, branch managers

Record day-to-day operating expenses (rent, salaries, transport, airtime) and income that isn’t from loans or savings (training fees, grants) with a category, amount, date, branch and payment type. Set up expense categories and income categories first so reports group them properly.

Tip
Keep receipts for every expense and record the receipt number — expenses without support are a common audit finding.

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