How to Manage Expense Categories

Overview
Create and organize categories (e.g., Travel, Office Supplies) so you can group and report on spending types.

Steps

1. Go to Finance → Expenses, click + Add Expense.

2. In the Expense Category dropdown, type a new category name.

3. Click Add next to the dropdown.

4. The new category now appears in the list for selection.

Tips

• Keep category names short and consistent (e.g. “Meals” vs. “Food & Beverage”).

• Periodically review categories to merge duplicates.

Troubleshooting / FAQs

• Q: Category not saving.

  • A: After typing the new category, be sure to click the adjacent Add button.

• Q: Can I delete a category?

  • A: You must first remove it from any existing expenses; then it will disappear from the dropdown.