Expense Categories Management
Organize expenses with customizable categories.
Overview
Expense categories help organizations classify and report on spending patterns. Categories are fully customizable per organization.
Default Categories
| Category | Description |
|---|---|
| Travel | Travel and transportation |
| Meals | Food and beverage |
| Office Supplies | Stationery, materials |
| Software | SaaS subscriptions |
| Hardware | Equipment purchases |
| Training | Professional development |
| Marketing | Marketing & advertising |
| Utilities | Utilities and services |
| Insurance | Insurance premiums |
| Miscellaneous | Other expenses |
Custom Categories
Creating a Category
- Go to Settings → Expense Categories
- Click Add Category
- Enter category name
- Optional: add tags for sub-classification
Using in Expenses
When creating an expense, select a category from the dropdown. Categories enable:
- Expense breakdown by category in reports
- Budget tracking per category
- Tax classification
Reports by Category
Navigate to Reports → Expense Analysis to view spending by category with charts.
API
See Expense Category Endpoints.
Related Pages
- Expenses — expense tracking feature
- Recurring Expenses — automated expenses