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.

 

Adding Expense Categories

Editing or Deleting Expense Categories

 

 

To manage these settings, click your Account Name and select Settings from the dropdown menu. 

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Click Accounting.

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Next, scroll to the Expense Categories section.  This section is collapsable.  To expand or collapse it, click the blue arrow in front of Expense Categories.

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

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Adding Expense Categories

To add a new category, click Add Category in the upper right corner of the Expense Categories section.

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Enter the name of the category and click Add Category to save it or Cancel to go back.

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Editing or Deleting Expense Categories

If you need to delete a category, click the trash can icon next to it.

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You will be asked to confirm this change.  To proceed, click Yes, Delete.  To cancel, click No, Go Back.

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You can also edit a category name by typing directly in the field.

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