Overview
- View all expense categories
- Create new categories
- Edit category names and details
- Delete unused categories
- Organize expenses for reporting
Prerequisites
- The Expense module must be enabled.
- You need permission to manage expenses.
Step-by-Step Actions
1. Open Expense Categories
- In the left sidebar, expand Expenses.
- Click Expense Categories.
- The Expense Categories page opens.
2. Create a new category
- Click Add or Create.
- Enter the category name (e.g., “Food & Beverage”, “Utilities”, “Rent”, “Labor”).
- Add a description if useful (optional).
- Click Save or Create.
3. Edit a category
- Find the category in the list.
- Click Edit.
- Change the name or details.
- Click Save.
4. Delete a category
- Find the category.
- Click Delete.
- Confirm when asked.
- Note: You may not be able to delete a category that has expenses. Reassign those expenses first or leave the category.
Common Mistakes and How to Avoid Them
| Mistake | How to avoid |
|---|---|
| Too many categories | Use 5–10 clear categories (e.g., Food, Utilities, Rent, Labor, Supplies). |
| Deleting category with expenses | Reassign or delete the expenses first. |
| Unclear names | Use names that are easy to understand (e.g., “Kitchen Supplies” instead of “Cat A”). |
End Result
- Expense categories are set up.
- You can assign categories when adding expenses.
- Expense reports are organized by category.