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      Manage Categories
      • 31 Oct 2024
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      Contents

      Manage Categories

      • Updated on 31 Oct 2024
      • 1 Minute to read
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      Article summary

      Adding a Category

      Mobile App

      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

      Web App

      1. Open the web app

      2. Click "Settings"

      3. Click the "Categories" tab

      4. Click “Add Category” (at the top)

        1.PNG

      Editing a Category

      Mobile App

      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

      4. IMG_2934.pngTap “Edit” (top right)

      5. Tap the ">" symbol to the right of the category to edit it

      6. Tap “Save”

      To edit a category when editing an expense

      1. Tap the "Transactions" tab

      2. Tap an existing expense

      3. Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpgTap the current category

      4. Screenshot_2024-10-25-10-16-09-186_com.easyexpense.jpgTap “Edit” (top right)

      5. Tap the ">" symbol to the right of the category to edit it

      6. Tap “Save”

      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)

      2.PNG

      1. Edit the category as desired

      2. Click outside of the input field

      Deleting a Category

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

      Mobile App

      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" (top right)

      2. Tap the trashcan icon next to the category you want to delete

      3. Tap “Done”

      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

      3.PNG

      Set Tax Deductible and Non-Deductible Categories

      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" (top right)

      2. Tap the ">" symbol to the right of the category to edit it

      3. Tap the toggle button to set whether it is deductible or not

      4. Tap “Save”

      Web App

      1. Open the web app

      2. Click on "Settings"

      3. Click the "Categories" tab

      4. Click the checkbox (tax-deductible column) to set it to tax-deductible (check-marked)

      4.PNG

      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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