Expense Categories
Categories group your expenses, like Travel, Software or Meals. They make your expense list easier to scan and let you filter and report by category.
The Categories You Start With
Section titled “The Categories You Start With”The first time you add an expense, hrglass sets up a starter list for you:
- Travel
- Software
- Equipment
- Supplies
- Meals
- Mileage
- Professional Services
- Subscriptions
Create Your Own Category
Section titled “Create Your Own Category”You create categories while adding an expense.
- Click Add Expense.
- Next to Category, click the + button.
- Enter a Name, like Office Supplies.
- Optional: add a Description and pick an Icon.
- Click Create Category.
The new category is ready to use right away, on this expense and every one after.
Filter and Report by Category
Section titled “Filter and Report by Category”- On the Expenses page, pick a category in the All Categories filter.
- In Reports, use Expense Category in a custom report. See Custom Reports.