Customised categories available for UK users

IsabelaStisserIsabelaStisser Posts: 225 Expensify Success Coach
edited December 2018 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 personalised set of categories in your Personal 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!

Sign In or Register to comment.