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How to add expense categories

Learn about the steps required to add and manage your expense categories.

Updated over a week ago

To manage your expenses effectively, you can easily add and edit expense categories.

Adding expense categories

Get started with adding your own expense categories by navigating to the Expenses page.

Select the additional options and pick the 'Manage Categories' option to access the Expense Categories page:

On this page, you will see a full list of the available expense categories. Default categories will appear with a lock icon, and cannot be removed or edited.

Using the toggle under the Personal Expenses section, you can opt to include personal expenses in bookkeeping and expense reports:

To input a new category, select the 'New Category' button:

A pop-up will appear to input a category title and label colour. Click on 'Save Category' after your options have been configured to your liking:

From here, the new expense category will now appear on your list and can be selected for new and existing 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'.

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