Tags and Categories

Jayson Expensify Customer Posts: 1 Expensify Newcomer

I can't figure out how to get to my catagory and tag section


  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team

    Hi @jayson, thanks for posting to the Community. Are you referring to adding categories and tags to an expense or the location where you set them up to begin with?

    To set up new or editing existing coding, you'll want to navigate to your Settings > Policies > click on [Personal] policy > Categories and then Tags tabs.

    To apply them at the expense level, click on an expense to open it and then assign values in the categories and tags fields. (below)

    I hope this helps!