Managing Expense Categories
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.
Creating a Category
- Open Configurations → Expense Categories.
- Press Add (the + button).
- 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 |
- 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 category you want to change.
- 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.
- Open the category (or use the delete action in the list).
- 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.