Create an expense category

Create an expense category to identify a type of business cost and map it to an expense account. Open Menu, select Banking, and then select Settings.

To create an expense category:

1. Open Menu, select Banking, and then select Settings.
2. Select Expense categories.
3. Select Create expense category.
4. Enter a name and general description.
5. Enter custom segment values, if applicable.
6. Select the expense account where transactions that use this category must post.
7. Select Create.

The category becomes available for expense lines and transaction categorization.

Learn more

• Get started with expense categories
• Edit or inactivate an expense category