Managing Expense Categories

Add-on required. This feature requires the Expense Management add-on to be active on your store. View add-ons

Categories are the labels you assign to each expense — Supplies, Rent, Utilities, Salaries, and so on. Setting up a few clear categories up front makes it easy to record expenses consistently and to filter and total your spending later.

Where to Find Them

Go to Configurations → Expense Categories. From here you can see every category, add new ones, edit them, and turn the ones you no longer use on or off.

The Expense Categories screen in Fuze Store, showing category cards in a grid — Expense Categories

Creating a Category

Open Configurations → Expense Categories.
Press New Expense Category at the top right.

The New Expense Category button on the Expense Categories screen — Expense Categories → New Expense Category

Fill in the fields:

Field	Required	Description	Example
Status	—	Whether the category is Active and available when recording expenses	Active
Name	Yes	What the category is called	Supplies
Color	Yes	A color swatch so the category is easy to spot in lists and reports	Blue
Description	No	An optional note explaining what belongs in this category	Coffee beans, cups, napkins

The new Expense Category form with Name and Description filled in, and an Enable toggle — New Expense Category form — details filled in

Press Save. The new category is immediately available on the Create Expense form.

Keep your category list short and meaningful — a handful of well-named categories is far easier to work with than dozens of overlapping ones. You can always add more later.

Editing a Category

Open Configurations → Expense Categories.
Tap the ⋮ icon on the category's card, then tap Edit.

The Actions overflow menu open on an expense category card, showing Edit and Remove options — Expense Categories → Actions menu

Update the name, color, or description.
Press Save.

Editing a category updates it everywhere, including on expenses that already use it.

Active vs. Inactive

Use the Status toggle to control whether a category appears when recording a new expense:

Active — shows up in the category picker on the Create Expense form.
Inactive — hidden from the picker, but past expenses keep their label and still appear in reports.

When you stop using a category, deactivate it instead of deleting it. Deactivating cleans up the picker while preserving the history and totals of every expense already filed under it.

Deleting a Category

If you created a category by mistake and nothing is filed under it, you can delete it:

Open Configurations → Expense Categories.
Tap the ⋮ icon on the category's card, then tap Remove.
Confirm the deletion.

Deleting is permanent. For any category you have actually used, deactivate it instead — that keeps your past expenses and reports intact.

Tips

Set up categories before you start recording expenses so every entry lands in the right place from day one.
Use distinct colors for your most common categories to scan lists and summaries faster.
Review your categories occasionally and deactivate the ones you no longer use to keep the picker tidy.