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How-to: Add categories individually

Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 825 Expensify Team
edited December 2019 in How-to Docs

To add your categories one by one, simply go to Settings > Policies > Group > [Policy name] > Categories:

This can also now be done on the mobile app. 

  1. Tap the three bar menu icon at the top left corner of the app 
  2. Check to make sure that the default policy is set to the policy you'd like to make category changes to. If not, tap and re-select the correct policy.
  3. Tap Categories. On the next screen, you can add categories using the + button, swipe left to delete a category, or tap a category name to edit it.

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