Setting up Expenses
No set-up is required — when you make a transaction such as a card payment, bank transfer, or Direct Debit, they automatically appear in the 'Expenses' section.
We have pre-configured expenses with commonly used categories and tax rates to make processing expenses even easier. If you'd like to customise them, such as creating labels for your expenses, follow these steps:
If you're on the new app interface:
From the web app:
- Go to 'Expenses' on the main menu
- Click 'Settings'
- In the 'Accounting' category, edit categories, tax rates, and labels
From the mobile app:
- Go to 'Home' screen and tap your profile in the top-left
- Tap 'Expenses'
- Tap 'Settings'
- In the 'Accounting' category, edit categories and tax rates
If you're not on the new app interface:
- Go to 'Hub'
- Click on 'Expenses'
- Select 'Settings' to edit
To check if you're on the new app interface, see this FAQ.