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Add a category to your expense

1. Go to 'Expenses'
2. Choose the expense
3. Click 'Add' expense category
4. Choose a category, or click 'New' to create a new one

Edit a category:

If you're on the new app interface:

1. Go to 'Expenses'
2. Click on 'Settings' (or tap '...' if you're on the mobile app)
3. Click on 'Expense categories'
4. Choose a category to edit

If you're not on the new app interface:

1. Open 'Expenses'
2. Click on the '...' button and select 'Expenses 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.

To check if you're on the new app interface, see this FAQ.