How do I categorise an expense?
To add a category to your expense:
- Go to 'Expenses'
- Select the expense
- Click on the category
- Select a category
If you can't find a category:
- Simply go to the Expenses settings
- 'Expense categories'
- Select a category to edit or click 'Add new' to create a category.
When you make repeat expense to the same merchant or counterparty, our system detects if you have an approved expense with this merchant. The new expense is automatically categorised!