How to add an expense category?

To add an expense category, please follow the steps below:

  • Go to the Purchases module.
  • Click on the expense to which you want to attach a new category.
  • A new window will open. Click on the small pencil icon (at the top right of your screen). Then, click on Add a category.
  • Enter the name of the new expense category. You can also write a description for this category (if needed).
  • Click Save to store your data.
  • To associate your expense with the new category, simply select it and click Save.