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.