Create an expense category

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

To create an expense category:

  1. Open Menu and select Settings > Banking.
  2. On Expense categories, select Create expense category.
  3. Enter the required Name and, optionally, a General description.
  4. Enter custom segment values, if applicable.
  5. Select the required Expense account where transactions that use this category must post.
  6. Select Create.

The category becomes available for expense lines and transaction categorization.

Learn more