*Plus & Pro Plans Only

To make expense tracking easier, you can categorize expenses into different groups based on type. This helps you determine where your business is spending money and makes things simpler when it comes time to file taxes. 

To create a new expense category:

1. Go to Admin > Expense Categories.
2. Click Add Category.
3. Enter the Name you would like to give the category.
4. Check the box if the expense is a sub-item of another expense category. Then from the drop-down menu, select the category your new expense belongs in.
5. Click Create.