Expenses’ Categories

You can create expense categories to use in advanced search options and retrieve the expense more quickly.

Steps to Create Expenses Categories

  1. Click on “Finance” from the main menu.
  2. Select “Expenses” from the menu.
  3. Click on the gear icon “⚙”.
  4. Press the “New Category” button.
  5. Enter the category details as follows:
    • Name: The name of the category as it will appear in the categories list inside the expense screen. For more details, refer to the guide “Creating an Expense”.
    • Description: Enter a general description about the nature of the category.
  6. Press the “Save” button.