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How to add an expense category
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How to add an expense category on the web 

Step 1: Go to “Expenses”, and Select “Expenses”.

Now, click on "Create Expense” from the top right-hand corner of the screen.

Step 2: Fill in the details of the expense. 

A new form appears. Here, enter the expense amount and date.

You can also add notes and attach files. 

Step 3: Create an Expense category 

Enter the new category name and click on “+Add Category” at the bottom of the drop-down menu. 

Step 4: Record the payment details.

Go to the payments section and switch on or off the toggle bar to record the payment. 

(If paid, you can select the mode of payment and bank account.)

Step 5: Click on “Add Expense”.

Now, click on the “Add Expense” button at the top right corner of the screen to add the expense.

‍Congratulations, You have successfully added a new expense.

How to add an expense category on Android 

Step 1: Go to the “Create” section.

Click on “Expenses” under the Create section and enter the expense amount

Step 2: Add an expense category. 

Go to select the category and click on the “Add Category” present at the bottom of the screen. 

Enter the category name and click on the “Add Category” option.

Congratulations! You have successfully added an expense category and a pop-up appears at the bottom of the screen informing the same.  

Step 3: Record the payment details.

Go to the payments section and switch on or off the toggle bar to record the payment. 

(If paid, you can select the mode of payment and bank account.)

Note: You can also add expense descriptions and attachments.

Step 4: Click on “Create”.

Now, click on the “Create” option present at the bottom of the screen to add the expense.

Congratulations, You have successfully added a new expense and an expense category.