Adding expense categories

KurtHowell Expensify Customer Posts: 1 Expensify Newcomer

My accountant wants certain categories', how doi add them to my account. Ive googled it and the steps listed are not visible . help please,



  • Lauren Schurr
    Lauren Schurr Expensify Team, Expensify Student Ambassador Posts: 137 Expensify Team

    Thanks for writing in @KurtHowell!

    If you are using an accounting integration in Expensify, categories, tags, and report fields must be added and/or modified on the accounting side first and synced to your Expensify settings. It's not possible to add or modify these directly in Expensify. 

    You can sync a connection manually at any time by following Settings > Policies > Group [Policy Name] > Connections > Accounting Integrations > Sync Now. 

    If you're not using an accounting integration, you can simply add new categories to your policy by following Settings > Policies > Group [Policy Name] > Categories.

    Let us know if you have any other questions!