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
From the menu on the left, click Expenses
Click Options, then Manage Categories
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
Click Expenses from the menu on the left—the Expenses tab displays.
Click Manage Categories under the Options tab to view existing categories.
Hover the mouse over the category to be edited/deleted. e.g. Accounting and Legal. The edit and delete icons appear on the right.
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 if a category is accidentally deleted.
If an expense category previously used to categorise expenses is deleted, the category will also be removed from those expense records.
Remember to download the Rounded mobile app!
