Expense Categories
Managing expense categories
Create reusable categories for expenses and keep category reporting meaningful.
Updated August 22, 2026
Categories make recurring costs easier to filter and compare, such as Travel, Production, Software, or Equipment. Categories belong to your organization.
Create a category
- 1Open Add Expense and open the category selector.
- 2Choose the option to create a category, enter a name, and save it.
- 3The new category is refreshed into the form and can be selected for the expense.
- 4Open Expenses → Categories to see each category’s usage count.
Note:A category that is already used by an expense cannot be deleted from the Categories page. Remove or reassign its expense usage first if you need to retire it.
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