How To Setup Expenses Categories and Types

  1. Click on the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
  2. Now, click on ‘Books Settings’ from the left menu, followed by clicking on ‘Expenses’ from the middle section
  3. No, click ‘Categories’ from the left menu. 
  4. Click ‘Add New’ from the top right corner
  5. Fill in the details and click ‘Add’ from the top right once done

This new category will now be available as an option for your users.