Manage Categories
Learn about managing categories in your workspace. Users with the "member" role cannot do certain actions.
Last updated 4 days ago
Categories are shared across your workspace. Members can pick a category but cannot add, edit or delete one, so the steps below need the manager or admin role.
Adding a Category
Editing a Category
Deleting a Category
When a category is deleted, it is deleted from all expenses that have that category. There is no confirmation when deleting a category.
Set Tax Deductible and Non-Deductible Categories
The Default Category List (preset)
Business workspaces will start with both category lists. Personal workspaces will start with only the non-deductible categories.