Add expense categories and subcategories

In the Expense Categories screen, you can add expense categories and subcategories that you can then use when entering expense transactions. Expense categories help you organize your expenses and analyze your spending habits and outgoing funds.

Before you begin

  • Categories must have unique names.
  • Before you add a category or subcategory, verify that the category or subcategory is not already in the list.
  • You can create only category and subcategory levels. You cannot create categories under subcategories.

Add categories and subcategories

  1. From the company setup menu, choose Expense Categories.

  2. To add a category, click New Expense Category.

    To add a subcategory, click Add to [category].

  3. Enter the category or subcategory name, and click outside the field to save your category or subcategory.