When to use society expense tracking
Use Plinth's expense ledger whenever the committee needs a shared, categorized record of society spending — not for every bank transaction your CA books, but for operational visibility tied to governance cycles.
After AGM budget approval
When the general body passes the annual maintenance budget, start logging major outgoings by category so mid-year reviews compare spend to the approved plan. Pair with a resolution poll for the formal record.
Monthly committee meeting
Before each meeting, filter expenses by incurred date and category — utilities, security, repairs — so the treasurer's update is one screen, not a folder of scans.
After vendor invoices arrive
Record housekeeping, lift AMC, security agency, and statutory payments with vendor name and date as soon as the committee approves payment — while the context is fresh.
Before financial notices
Publishing a financial notice on major spend or a special levy? The ledger backs the numbers you quote to owners.
When chasing maintenance dues
Open Defaulters after each billing cycle issues — follow up on outstanding invoices without exporting to Excel.
Not the right tool for: bank reconciliation, GST returns, or audited financial statements — your CA owns those.