⏱️ 2 min read

Managing Expense Categories

Organise your expenses with custom categories. Makes tax time easier and helps you understand where your money goes.

1

Open Expense Categories

Tap 'More' in the navigation, scroll to Settings, and tap 'Expense Categories' to view and manage your categories.

2

View existing categories

You'll see default categories like Fuel & Travel, Materials, Tools & Equipment, Vehicle, and more. These cover most common business expenses.

3

Create a new category

Tap the + button to add a category that suits your business. Enter a name like 'Cleaning Products' or 'Subcontractors'.

4

Choose a colour

Pick a colour for your category. This makes it easy to spot at a glance in your expense list and reports.

💡Use similar colours for related categories—all vehicle costs in blue, for example.
5

Edit or delete categories

Tap any category to edit its name or colour. To delete, open the category and tap the trash icon.

💡Default categories cannot be deleted, but you can create your own to suit your business.
6

Use categories when adding expenses

When you record an expense, select the appropriate category. This data flows through to your reports, making tax preparation much easier.

What's next?

Tracking ExpensesUnderstanding Your Reports

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