How to add a new expense category
You can create custom expense categories to better organize your financial data.
Steps to add a category:
Go to the Expenses page
Open additional options (...)
Select “Manage Categories”
Click “New Category”
Enter:
Category name (title)
Label color (optional for organization)
Click “Save Category”
Result:
The new category will appear in your category list
It can be used for both new and existing expense entries
To make any changes to the title or label colour of the expense category, simply click 'Edit'. To delete the custom expense category, select 'Delete'.
How to access and view categories
All expense categories are managed from one central location.
Steps to view categories:
Navigate to the Expenses page
Select “Manage Categories”
What you’ll see:
A full list of available categories
Default (system) categories
Custom categories you’ve created
Default vs custom expense
Understanding the difference helps prevent editing issues.
Default Categories
Marked with a lock icon
Cannot be edited or deleted
Provided by the system for standard bookkeeping
Custom Categories
Created by you
Can be edited or deleted at any time
How to enable Personal Expenses
You can choose whether to include personal expenses in your records.
Steps to enable/disable:
Go to Manage Categories
Locate the Personal Expenses section
Use the toggle to:
Enable → include personal expenses in reports and bookkeeping
Disable → exclude personal expenses
Using expense categories in transactions
Once created, categories can be applied to expenses.
How it works:
Categories appear as selectable options when creating or editing an expense
You can assign categories to both:
New expenses
Existing expenses