Tags and Categories
Options
Jayson
Expensify Customer Posts: 1 Expensify Newcomer
in Day to Day
I can't figure out how to get to my catagory and tag section
Answers
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsHi @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!
