Expense Categories

How do I add an expense category?

To add an expense category, go to Payees & Categories, make sure you're in the "Expense Categories" tab/section and press "Add Category" or "+".

You will be presented with a popup with a 'Name' field. Simply enter a name and then press "Save Category".

You can also add an expense category when creating/editing an expense. Simply type the name of the new category into the category field of a line item and press 'Enter' or click off the field and it will save as a new category.

How do I edit an expense category?

To edit an expense category, go to Payees & Categories, make sure you're in the "Expense Categories" tab/section and find the category you wish to edit. Click the edit button in the actions column for that category.

This will open a popup pre-filled with the category's name. Edit the name, then press "Save Category".

How do I remove an expense category?

To remove an expense category, go to Payees & Categories, make sure you're in the "Expense Categories" tab/section and find the category you wish to remove. Click the delete button in the actions column for that category.

This will open a popup asking for confirmation. Press "Delete" to confirm.

This is not reversible and will remove the category from any expenses that use it!