How To Setup Expenses Categories and Types
- Click on the
‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
- Now, click on ‘Books Settings’ from the left menu, followed by clicking on ‘Expenses’ from the middle section
- No, click ‘Categories’ from the left menu.
- Click ‘Add New’ from the top right corner
- 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.