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Add/Edit Category




Step 1: Click on your user name on the top right.

Username

Step 2: From the drop down, please click on the ‘Settings’ option.

Settings

Step 3: Click on Expense Settings under "Settings".

Expense Settings

Step 4: To add a new category, click on “Add Category” button as shown in the screenshot below.

Category Button

Step 5: Enter new category and click on “Save” button.

Category Save

Step 6: Click on the edit action icon to edit the details for any category as shown in the screenshot below.

Category Edit

Step 7: Make changes and click on “Save” button.

Category Save



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