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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.

create expense

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. 

fill in the details of the expense

Step 3: Create an Expense category 

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

create an expense category

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.)

record the payment details

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.

click on add 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

Click on expenses

Step 2: Add an expense category. 

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

Create expense category

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

Add new expense category

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

New category added

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.

Record the payment details

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.

New expense category created