Need a hand?

To add a category to your expense:

1. Click on 'Expenses' (from your phone: click on your profile in the top right, then on 'Expenses')
2. Choose the expense
3. Click 'Add' expense category
4. Choose a category, or click 'New' to create a new one

To edit a category:

1. Click on 'Expenses' (from your phone: click on your profile in the top right, then on 'Expenses')
2. Click on 'Settings' (from your phone: on '...' then 'Settings')
3. Click on 'Expense categories'
4. Choose a category to edit

When you make a 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.