---
title: Updating Your Accounting Module
description: "Quick Tutorial - [How to add an expense to your journal](https://youtu.be/2t6-jy1Rvfs) ## Pre-Instructions ***** If you have not yet completed the Dashboard Course, please do that first.** **Course Link:** [https://member.devxchange.org/course/dashboards-planning-module/](https://member.devxchange.org/course/dashboards-planning-module/) For the following instructions, you will need to open your…"
url: "https://member.devxchange.org/betterdocs/finances/updating-your-accounting-module/"
updated: "2026-10-08"
category: Finances
---

# Updating Your Accounting Module

Quick Tutorial - [How to add an expense to your journal](https://youtu.be/2t6-jy1Rvfs)

## Pre-Instructions

***** If you have not yet completed the Dashboard Course, please do that first.**
**Course Link:** [https://member.devxchange.org/course/dashboards-planning-module/](https://member.devxchange.org/course/dashboards-planning-module/)

For the following instructions, you will need to open your **Journal sheet**, located at the bottom of your **Accounting Dashboard**.

![](https://member.devxchange.org/wp-content/uploads/2025/08/image-4-1024x575.png)

## What Do You Need To Do?

- **Step 1:** Update The Income To What Was Received
- **Step 2:**Add Expenses

## Step 1 - Update The Income To What Was Received

You will need to update the **income column**'s placeholder amount, which is a rough estimate by our accounting team of what should be received.

You will **delete** our number and **add** the **correct amount** that was **received**.

![](https://member.devxchange.org/wp-content/uploads/2025/08/image-1-1024x275.png)

Once the income is corrected, double check the formula under **Rate to Cdn** is there, =income@row/amount in CDN sent

Use this **Rate** for the**corresponding expenses during that period**.

![](https://member.devxchange.org/wp-content/uploads/2025/08/image-14.png)

You will also need to **upload proof** of the received income amount. You can upload a:

- Bank Statement
- Bank Receipt

![](https://member.devxchange.org/wp-content/uploads/2025/08/image-3-1024x398.png)

**You will notice an **OFX receipt** that **Devxchange has uploaded initially** when the transfer is sent. There should be this receipt and your receipt attached for**each transfer.**

These should be updated and uploaded within **30 days of the transfer**.

## **Step 2 -**Adding Expenses

For**each**expense item you have, please **add a row**. Add the **details** of the item, the **date** of purchase, what **category** in your budget it falls under, select the **bank**, the **currency** and enter in the **Expense column** the **amount** in **local currency**.

![](https://member.devxchange.org/wp-content/uploads/2025/08/image-5-1024x342.png)

Upload your receipt for the expense by clicking the paperclip column on the left in the row to attach your receipt. It is okay to use a picture of a receipt if its not a digital receipt.

*****Please note**we are asking that all **implementing partners** now **carry a receipt book** and create their own receipts that the merchant can sign as proof they received our funds.

*****For any previous items where receipts were not available** and you now have no proof, please create a log of the items and have the treasurer of the board of your group or another relevant team member sign off on the log of items. We will not accept this form of proof in the future. **This is for all retro expenses. Please make sure to start using receipts.**

## Additional Tutorial

[YouTube player](https://www.youtube.com/embed/rfHA719Onrs?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&disablekb=0&)