Manage Categories
  • 28 Oct 2024
  • 2 Minutes to read
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Manage Categories

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Article summary

Adding a Category

AddCategory_QuickUI

To add a category through the Quick Scan UI

  1. Tap the blue camera icon
  2. Scan a receipt until the receipt preview appears
  3. Tap the current category
  4. Tap "Add Category"
  5. Enter a category name
  6. Tap "Save"

To add a category when editing an expense

  1. Tap the "Transactions" tab
  2. Tap any expense
  3. Tap the current category
  4. Tap “Add Category”
  5. Enter a category name
  6. Tap "Save"

To add a category through the web app

  1. Open the web app
  2. Click "Settings"
  3. Click the "Categories" tab
  4. Click “Add Category” (at the top)

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  1. Customize your category (icon, category name, tax deductible)
  2. Tap “Add Category”

Editing a Category

To edit a category through the Quick Scan UI

  1. Tap the blue "Camera" icon
  2. Scan a receipt until the receipt preview appears
  3. Tap the current category

IMG_2934.png

  1. Tap “Edit” (top right)

IMG_2932.png

  1. Tap the ">" symbol to the right of the category to edit it
  2. Tap “Save”

To edit a category when editing an expense

  1. Tap the "Transactions" tab
  2. Tap an existing expense

Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

  1. Tap the current category

Screenshot_2024-10-25-10-16-09-186_com.easyexpense.jpg

  1. Tap “Edit” (top right)

IMG_2932.png

  1. Tap the ">" symbol to the right of the category to edit it
  2. Tap “Save”

To edit a category through the web app

  1. Open the web app
  2. Click "Settings"
  3. Click the "Categories" tab
  4. Click the field you want to edit (icon, category name or tax deductible)

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  1. Edit the category as desired
  2. Click outside of the input field


Deleting a Category

When deleting a category, the category will be deleted from all expenses that have that category. There is no confirmation when deleting a category or ability to restore a category.

To delete a category when editing an expense

  1. Tap the "Transactions" tab
  2. Tap an expense

Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

  1. Tap the current category

Screenshot_2024-10-25-10-16-09-186_com.easyexpense.jpg

  1. Tap "Edit"

IMG_2932.png

  1. Tap the trashcan icon next to the category you want to delete
  2. Tap “Done”

To delete a category through the web app

  1. Open the web app
  2. Click on "Settings"
  3. Click the "Categories" tab
  4. Click the trashcan icon next to the category you want to delete

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Set Tax Deductible and Non-Deductible Categories

via Mobile app

  1. Tap an expense (from the "Transactions" tab)

Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

  1. Tap the current category

Screenshot_2024-10-25-10-16-09-186_com.easyexpense.jpg

  1. Tap "Edit"

IMG_2932.png

  1. Tap the ">" symbol to the right of the category to edit it
  2. Tap the toggle button to set whether it is deductible or not
  3. Tap “Save”

via Web App

  1. Open the web app
  2. Click on "Settings"
  3. Click the "Categories" tab
  4. Click the the checkbox (tax-deductible column) to set it to tax-deductible (checkmarked)

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Preset Category List

Business workspaces will start with both category lists. Personal workspaces will start with only the non-deductible categories.

Tax Deductible Categories

  1. Advertising
  2. Business Meals
  3. Business Travel
  4. Commissions & Fees
  5. Contractors
  6. Cost of Goods Sold
  7. Interest
  8. Legal & Professional Services
  9. Licenses & Membership Fees
  10. Parking & Tolls
  11. Payroll
  12. Phone & Service
  13. Professional Development
  14. Rent of Business Space
  15. Shipping, Freight & Delivery
  16. Software Subscriptions
  17. Supplies & Materials
  18. Utilities

Non-Deductible Categories

  1. Eating Out
  2. Entertainment
  3. Fees
  4. Gas
  5. Gifts
  6. Groceries
  7. Household Maintenance
  8. Medical & Health
  9. Pet Care
  10. Rent
  11. Shopping
  12. Subscriptions & Memberships
  13. Uncategorized
  14. Vacation and Travel
  15. Vehicle Maintenance

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