How do I add expense accounts and categories?

You'll need to select an account each time you record an expense. You can also assign expenses to a category. Follow the steps below to manage your accounts and categories.

Add a new account or category

  1. Go to Manage > Expenses.

  2. Click the menu icon in the top-right corner and select Manage Accounts or Manage Categories.

Expenses menu

  1. Enter a name for the account/category, and click Add.

  2. Click the close icon to return to the Expenses page.

Edit or delete an account or category

  1. Go to Manage > Expenses.

  2. Click the menu icon in the top-right corner and select Manage Accounts or Manage Categories.

Expenses menu

  1. Here you can:
  • Rename an account/category
  • Delete an account/category