Skip to content
  • There are no suggestions because the search field is empty.

What are Expense Categories?

Business expense categories help you organize your expenses and map your expenses to your tax forms. There are many default business expense categories, but you can also add your own custom categories.

How do I add expense categories?

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Click the gear icon
  3. Select ‘Business Categories’
  4. Click the ‘+Add’ sign
  5. Enter the name of your new expense category under ‘Category Name’ field
  6. If applicable, select the heading you’d like the expense to fall under in the ‘Parent Category’ field (this field is not required)
  7. Choose the Expense Account (i.e. GL account) that this category should map to
  8. Click ‘Save’

How do I delete expense categories?

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Click the gear icon
  3. Select ‘Business Categories’
  4. Select the category that you wish to delete and click 'Delete Expense Category'

How do I restore expense categories?

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Click the gear icon
  3. Select ‘Business Categories’
  4. Click the '+Add' sign
  5. In the Category Name field, enter the name of the category that you want to restore
  6. You'll get a pop-up letting you know that there is already a category under this name and confirming if you'd like to restore it. Click 'Yes'.
  7. After restoring an expense category, you'll be able to tag expenses to it again