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      Manage Categories
      • 07 Aug 2024
      • 2 Minutes to read
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      Contents

      Manage Categories

      • Updated on 07 Aug 2024
      • 2 Minutes to read
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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 the "Categories" tab
      3. Tap “Add Category” (at the top)
      4. Enter a category name
      5. 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
      4. Tap “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. Tap the current category
      4. Tap “Edit” (top right)
      5. Tap the ">" symbol to the right of the category to edit it
      6. Tap “Save”

      To edit a category through the web app

      1. Open the web app
      2. Click the "Categories" tab
      3. Click the category name's input field
      4. Edit the category as desired
      5. 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
      3. Tap the current category
      4. Tap "Edit"
      5. Tap the trashcan icon next to the category you want to delete
      6. Tap “Done”

      To delete a category through the web app

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

      Set Tax Deductible and Non-Deductible Categories

      via Mobile app

      1. Tap an expense (from the "Transactions" tab)
      2. Tap the current category
      3. Tap "Edit"
      4. Tap the ">" symbol to the right of the category to edit it
      5. Tap the toggle button to set whether it is deductible or not
      6. Tap “Save”

      via Web App

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

      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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