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How-to: Add categories individually

Rachael Hopkins
Rachael Hopkins Expensify Success Coach - Admin Posts: 893 Expensify Team
edited August 2021 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. Tab the Edit button to the right of the policy
  4. Tap Categories. 
  5. Add the category using the + button.
  6. Tap the Add button.

You can also delete a category by swiping left, or tap a category name to edit it.

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