Categories

Categories support transaction grouping, approval rules, budgets, analysis, and reporting.

Create a category

1. Open Expense Setup > Categories.
2. Select New Category.
3. Enter a category code, such as TRAVEL.
4. Enter the category name.
5. Add a description if needed.
6. Set the category to active or inactive.
7. Select Save Changes.

Use short, stable codes. Avoid creating several categories with the same meaning.

Update a category

1. Search for the category by name or code.
2. Select Edit.
3. Update its name, description, or status.
4. Save the changes.

Changing a category name does not remove the transaction history associated with it.

Archive a category

1. Select Archive for the category.
2. Review the confirmation.
3. Continue if the category should not be available for new transactions.

Archive a category with existing history instead of replacing it with a new category that has the same meaning.

Design a category structure

A useful category structure is:

• detailed enough for analysis;
• concise enough for users to understand;
• managed by a clear owner;
• aligned with budgets and reporting needs.

Next

Continue to Currency.