Can I add or delete expense categories?

Add or delete expense categories to suit your particular business setup.

Use the Categories tab in the main Expenses section to create and manage expense categories.

To add expense categories

  1. From the menu on the left, click Expenses. The Expenses tab displays.
  2. Click Manage Categories under the Options tab to view existing categories.

       Note: You will need to add an expense first for the Options menu to be
                 available.

    3. The expense categories panel slides out from the right.

    4. Type in the name of the category to be added and click Add. The new category
        is added to the expense categories.

To edit or delete expense categories

  1. From the menu on the left, click Expenses. The Expenses tab displays.
  2. Click Manage Categories under the Options tab to view existing categories.
  3. Hover the mouse over the category to be edited/deleted. e.g. Accounting and Legal. The edit and delete icons appear on the right. 
  4. Click the edit icon to update the expense category or the delete icon to remove it.

 The selected category is updated or deleted from the expense categories list.

Notes:

  • Clicking the delete icon will remove the category from the list at once. Follow the steps to add expense categories in case a category is accidentally deleted.
  • If an expense category is deleted which has been previously used to categorise expenses, the category will also be removed from those expense records.

Don't forget to download the Rounded mobile app!

Did this answer your question?