How-to: Add categories individually
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Rachael Hopkins
Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
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.
- Tap the three bar menu icon at the top left corner of the app
- 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.
- Tab the Edit button to the right of the policy
- Tap Categories.
- Add the category using the + button.
- 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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