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Harshini Harsthavaram

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September 26, 2023

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Product FAQs

How to add an expense category on the web

How to add an expense category on the web

Step 1: Go to “Expenses”, and Select “Expenses”.

Now, click on "Create Expense” from the top right-hand corner of the screen.

Step 2: Fill in the details of the expense.

A new form appears. Here, enter the expense amount and date.

You can also add notes and attach files.

Step 3: Create an Expense category

Enter the new category name and click on “+Add Category” at the bottom of the drop-down menu.

Step 4: Record the payment details.

Go to the payments section and switch on or off the toggle bar to record the payment.

(If paid, you can select the mode of payment and bank account.)

Step 5: Click on “Add Expense”.

Now, click on the “Add Expense” button at the top right corner of the screen to add the expense.

‍Congratulations, You have successfully added a new expense.

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