change or add a new category

Jen72

I'm new to expensify, and I was wondering if there is a way to change or add a new category?

Lauren Schurr

Thanks for writing in, @Jen72! Take a look at this help doc for instructions on adding categories to your policy. Let me know if you have any other questions!

Katarzyna_SWISSto12

Hello,

I've tried to follow your instructions to change/add new categories of expenses.

However when I log to Expensify and go to Policies I don't see any categories in "Group", so I can't change them nor add new ones. Why?

Print screen of what I see:

Thanks in advance for your help.

Best regards,

Katarzyna

Ben Fitz

Hi @Katarzyna_SWISSto12!

From the screen you're on, you'll need to click the blue policy name SWISSto12 SA. This will take you into the policy itself. Then, on the left-hand side, you'll see the option for Categories.

Let us know if you're still having trouble with this!

JV551

FYI To be able to see the categories section I had to click on "individual"