Get started with expense categories

Expense categories connect business costs to expense accounts. You select a category on an expense, recurring expense, expense refund, or when categorizing an imported transaction.

To open Expense categories, open Menu and select Settings > Banking.

The Expense categories page lets you create categories, open and edit existing categories, import data, and include inactive categories in the list. Inactivating a category prevents it from being selected for new transactions or suggested for newly imported transactions. Existing transactions that use the category are not changed.

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