Overview
Expense categories help organize your financial tracking, allowing you to group expenses by type — such as fuel, supplies, or maintenance.
Step 1: Access Categories
Go to Finances > Expenses.
Click the Categories tab at the top of the page.
Step 2: Create a New Category
Click the + Add Category button.
Enter a Category Name (e.g., Equipment Maintenance, Office Supplies).
Click Save Category to finish.
You can also create new categories directly from the New Expense page when selecting an expense category.
Step 3: Manage Existing Categories
From the Categories list, you can:
Edit a category by clicking the pencil icon.
Delete a category by clicking the trash icon.
Note: Deleting a category will not delete expenses already assigned to it. Those expenses will remain in your records but will no longer show a category.