Adding a new category

Aerostar39
Aerostar39 Expensify Customer Posts: 1 Expensify Newcomer
edited January 2019 in Day to Day

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited December 2018 Answer ✓

    There are two ways you can manually create expense categories depending on whether or not you want to create them in a company policy (typically when your entire company uses Expensify) or in a personal policy (when you're using Expensify for yourself).

    To create personal categories:

    1. Navigate to your Settings > Policies > Individual > click on Personal policy (tip, you can rename your personal policy, so it may not say "Personal" any longer.)
    2. Click on Categories tab, then scroll down to the New Category field. (Below)

    To create company policy categories:

    (when NOT connected to an accounting package)

    1. Navigate to your Settings > Policies > Group > click on company policy name.
    2. Click on Categories tab, then scroll down to the New Category field. (Below)

    Please note: If you're connected to an accounting package in your policy > Connections tab, your categories are imported directly from the accounting package during each sync. New categories should be added in your accounting package and then you should sync your policy to import the changes. Search our Help Center for your accounting package if you have specific questions.