Expense Categories

Where is all the money going? Track costs like “Repairs” or “Office Lunch” separately so you can see exactly which parts of your business are eating into your profits.

To manage categories, navigate to Settings > Expense Categories.

Adding a New Expense Category

  1. Click + Add Category.
  2. Fill in the details:
    • Name (Required): Category name (e.g., ‘Equipment Maintenance’, ‘Marketing & Advertising’, ‘Office Rent’, ‘Insurance’).
    • Description (Optional): What expenses belong here.
  3. Click Add.

Your expense category is now available when recording business expenses.

Understanding the Table

ColumnDescription
#Sequential number.
NameYour assigned category name (sortable).
DescriptionBrief explanation.
ActionsEdit or delete options.

Your expense categories are configured and ready to track business costs accurately.