[Track] Customised categories available for UK users

IsabelaStisserIsabelaStisser Posts: 184Expensify Success Coach Expensify Success Coach
edited March 12 in Product Updates

Attention Expensify users in the UK, the team has pretty good news to share with you today! If you sign-up to Expensify in the UK, we will display a personalized set of categories in your Individual Policy.

With this change, Expensify is simplifying the experience for Track Plan users who sign-up for new accounts in the UK. This change will benefit UK self-employed individuals that are required to record their business expenses, as the default categories in Expensify now align, making it easier to fill out self-assessment forms for HMRC.

Now, when creating expenses in your account and clicking on the Category drop-down menu, you will see a default list of categories that can be chosen:

Check out the full list of Categories available in your Personal Policy by heading to your account and following Settings > Policies > Individual > Personal Policy > Categories.

For any existing users that would like this new set of default categories, feel free to reach out to us on [email protected] and we'll be happy to help!

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