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When I am putting in my receipts, can I create my own category to file them under or are the only options the ones pre-populated in the drop down --- making many of my things list under "Other"
Hi @CandyF - you definitely can! If you're just using the Free Version you can add Categories from Settings > Policies > Individual > [Policy Name] > Categories
If you're a Policy Admin, you can create your own categories from the policy itself within Settings > Policies > Group > [Policy Name] > Categories
Or you can always use one of our Accounting Integrations to sync over Categories!
Thank you!!! I knew there had to be a way but in roaming around I hadn't found it yet!