Add an Expense Category

Step-by-step instructions on how to add an expense category.

  1. From the More tab, tap Expenses .
  2. On the top right, tap Options .
  3. Tap View Categories.
  4. On the top right, tap Options .
  5. Tap + New.
  6. The next screen will allow you to type in a new expense category.
    • The only required information is the name of the category.
  7. Once you’ve entered your new category, tap Done.
  8. The next screen will display all of your expense categories.

To return to your list of expenses you can either:

  • Tap < Back at the top left of the screen.
  • Tap Options at the top right of the screen and then select View Expenses.
Updated on December 26, 2023
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