Add expense categories
New expense category can be added while creating an expense as follows:
- Go to the Expense by clicking Expenses from left menu.
- Now click ‘New Expense’ to create new expense.
- Click on ‘Expense Category’ dropdown to expand and type category name that you want to create. If category you typed is not already created then you will see ‘Add New Expense Category’ button.
- Click on this button to open a dialogue box.
- Provide ‘Category’ and ‘Description’ in the given boxes and press submit button.
- New category will be created and will become selected in the dropdown.
- Repeat the process to add as many categories as you are required.