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Classify your expenses to better understand your costs.

Category Examples

  • COGS (Cost of Goods Sold): Ingredients, specific supplies.
  • Utilities: Electricity, Water, Gas.
  • Labor: Ad-hoc labor payments (if not in payroll).
  • Maintenance: Repairs, cleaning supplies.
  • Marketing: Flyers, ads.

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Setup

1

Navigate

Go to Expenses > Expense Categories.
Categories List
2

Add Category

  1. Click Add Category.
  2. Name it (e.g., “Transportation”).
  3. Add a description if needed.
Expense Category Add
3

Save

Click Save. It will now appear in the dropdown when recording an expense.
Pro Tip: Keep categories high-level (e.g., “Utilities” instead of “Electric Bill May”). Use the Note field in individual expenses for details.

Expenses

Record spending

Expense Report

View breakdown