How do I categorise an expense?

To add a category to your expense:

• Go to 'Expenses'
• Select the expense
• Click on the category
• Select a category

If you can't find a category:

• Simply go to the Expenses settings
• 'Expense categories'
• Select a category to edit or click 'Add new' to create a category.

When you make repeat expense to the same merchant or counterparty, our system detects if you have an approved expense with this merchant. The new expense is automatically categorised!