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 view expense categories, open Menu, select Banking, select Settings, and then select Expense categories.

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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