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catagories

Rich_Kozlowski30Rich_Kozlowski30 Posts: 1 Expensify Newcomer

My categories recently changed - was this an expensify adjustment and if so, how can I go back to the original

Answers

  • Ted PeetersTed Peeters Posts: 182 Expensify Success Coach

    Hi @Rich_Kozlowski30 - Expensify will never make changes to the Categories or Tags on your policy without your permission!

    If these have updated, it may have been a sync from an accounting integration, another Policy Admin overwriting these categories, or you could simply have selected a different default policy with different Expense Categories.

    There is no way to reset categories to a previous or default state currently in Expensify. The categories added when you begin a policy are a starting point. If you wish to overwrite these with the starting set of categories, you'll need to:

    1. Create a new policy from the Settings > Policies page
    2. Navigate to Settings > Policies > [Policy Name] > Categories within the new policy
    3. Select "Export to CSV" to save the initial set of Categories to your computer
    4. Navigate back to your Settings > Policies page
    5. Delete the newly created Policy by selecting the trash can beside it
    6. Navigate to your preferred policy Settings > Policies > [Policy Name] > Categories page
    7. Click "Import from spreadsheet"
    8. Select the CSV file you just downloaded
    9. Upload this file to overwrite your current categories with the initial set.
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