The My Business Expenses tab tracks general overhead costs that are not tied to a specific property listing: office rent, software subscriptions, insurance, professional development, and other operational expenses.
Add, edit, and delete expense entries
Categorize by business type
Search to find specific expenses
Export for accounting software
Payment method and vendor/payee tracking
Date-based organization
Navigate to the Finances page from the sidebar.
Click the My Business Expenses tab.
Review existing business expenses in the table.
Click Add an Expense to record new overhead costs.
Use the search bar to find specific expenses.
Keep business and listing expenses separate.
Export data monthly for accounting.
Each row in the expenses table includes the following fields:
Transaction Date: When the business expense was incurred.
Category: Type of expense (e.g., Office, Software, Insurance, Marketing).
Description: Detailed notes about what the expense was for.
Amount: Dollar amount of the expense (shown in a green pill).
Payment Method: How it was paid (Cash, Credit Card, Check, Bank Transfer, etc.).
Vendor/Payee: Who received the payment (company or individual).
Note: For expenses synced in through a connected bank or card (via Plaid, see the Financial settings guide), the Category column shows the original Plaid category label instead of a mapped MyOps category. Manually added expenses still show the MyOps category you select.
Click the green Add an Expense button in the top right.
Fill in the fields: Transaction Date, Category, Description, Amount, Payment Method, and Vendor/Payee.
Click Save to record the expense.
Verify the expense appears in the table.
Tip: Record expenses as soon as they occur, use consistent category naming, include invoice or reference numbers in descriptions, track recurring expenses monthly, keep personal and business expenses separate, and keep digital copies of receipts.
Office Rent: Monthly office space lease
Software/Technology: CRM, website, tools
Insurance: E&O, general liability, health
Marketing: Brand advertising, website, business cards
Professional Development: Training, conferences, coaching
Office Supplies: Paper, pens, equipment
Utilities: Phone, internet, electricity
Professional Services: Legal, accounting, consulting
Dues & Subscriptions: MLS, associations, memberships
Vehicle Expenses: Gas, maintenance, lease
Meals & Entertainment: Client meals, networking events
Travel: Business trips, mileage
Edit an expense: Click the pencil icon in the Actions column, update the fields, click Save, and verify the changes.
Delete an expense: Click the trash icon in the Actions column and confirm. The expense is permanently removed.
Search: Use the search bar in the top right ("Search My Business Expenses..."); enter keywords (vendor name, description, category, amount) and results filter as you type. Clear the search to view all expenses.
Export: Click Export Options, select a format (CSV, Excel, PDF), and choose a date range if applicable. Use exports for tax preparation, accounting software import, monthly/annual reviews, and budget planning.
Pagination: Use the "Page X of Y" indicator at the bottom with Previous and Next to navigate all recorded expenses.
Add Expense button not visible: Confirm you're on the My Business Expenses tab, look for the green button in the top right, refresh the page, and check your permissions with an admin.
Expense not appearing after save: Refresh, check pagination, clear active search filters, and confirm a save confirmation appeared.
Accidentally deleted an expense: Contact MyOps support immediately with the date, amount, and vendor; support may restore from backup. Use edit instead of delete in future.
Can't find a specific expense: Try different search keywords, check pagination, verify any date-range filter, and confirm you're on Business (not Listing) expenses.
Export, categories, or other issues: The usual fixes resolve most problems: refresh, clear cache and cookies, check your connection, disable the pop-up blocker for MyOps, or try another browser. For exports, make sure you have expenses to export. Contact support if the issue persists.
How is this different from Listing Expenses?: Business Expenses are general overhead (rent, software, insurance). Listing Expenses are tied to specific properties (staging, photography for a listing).
Should I track mileage here?: Yes, if you track mileage as a business expense. Note the business purpose in the description.
Can I set up recurring expenses?: Currently you enter recurring expenses manually each period. Check with support about automation features.
How do I categorize a mixed expense?: Split it into separate entries. For example, if one bill covers both office and listing costs, create two separate expenses.
What if I paid personally and need reimbursement?: Add the expense and note "Personal - Pending Reimbursement" in the description.
How often should I record expenses?: Ideally weekly, at minimum monthly, for accurate tracking.
Can I attach receipts to expenses?: Check with support about receipt attachment features. In the meantime, reference receipt numbers in descriptions.
What's the best way to prepare for taxes?: Export all business expenses annually, organize by IRS category, and provide them to your tax professional.
How do I budget using this data?: Export historical expenses, calculate monthly averages by category, and set budgets accordingly.
Can I see year-over-year comparisons?: Export data for different years and compare in Excel/Sheets, or use the P&L tab for a visual comparison.
Who can view my business expenses?: Typically only you and administrators, unless you're on a team with shared expense visibility.
Should I include home office expenses?: Yes, if you have a dedicated home office. Consult your tax professional for deductibility guidelines.
Why does a synced expense show a different category than I expected?: Expenses imported from a connected bank or card show the original Plaid category, not a MyOps category. This only affects the Category column display for Plaid-sourced entries; manually entered expenses are unaffected.
Ask Maria: AI assistant in the top navigation.
Search: Use the search bar to find specific expenses.
Support: Contact the MyOps support team for technical assistance.
