How to Manage Expense Categories
Expense categories organize your spending and make expense reports easier to understand. Each category can have its own name, color, and icon.
Opening Expense Categories
Open Expenses and select Expense Categories. The page shows your categories, the number of expenses in each one, and the total amount tracked.
Creating a Category
- Name: Enter a clear category name, such as Software or Travel.
- Color: Choose the color used to identify the category.
- Icon: Enter the available icon class you want the category to use.
Save the form to add the category to your expense options.
Editing or Deleting a Category
Use the edit action beside a category to change its name, color, or icon. Use the delete action when the category is no longer needed, then confirm the action.
Tip:
Keep category names broad enough to reuse. A short, consistent list produces clearer reports than many nearly identical categories.