Expense Categories

Creating categories for your expenses helps keep similar entries organized on your Accounting>Other Expenses page. You can add, edit or delete your categories which will allow you to categorize all of your expenses in any way you choose.

In this Guide:

Managing your Expense Categories

Adding Expense Categories

Editing or Deleting Expense Categories

Managing your Expense Categories

1. Click your Account Name.

2. Select Settings from the dropdown menu. 

3. Click Accounting on the left menu.

4. Scroll to the Expense Categories section.  

• To expand or collapse it the section, click the blue arrow in front of Expense Categories.

Expense Categories.

• When expanded, the expenses will be displayed in alphabetical order.

Adding Expense Categories

1. Click Add Category in the upper right corner of the Expense Categories section.

2. Enter the name of the category.

3. Click Add Category to save it or Cancel to go back.

Editing or Deleting Expense Categories

1. Locate the category you would like to delete.

2. Click the trash can icon to delete a category.

3.Click Yes, Delete. 

• To cancel, click No, Go Back.