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Adding and deleting expense categories

Easily manage your expense categories

Written by Oliver Garside

You can customise your expense categories anytime from the Expenses section.

Add a category

  1. Go to DeductionsExpenses.

  2. Click OptionsManage Categories.

  3. Enter the new category name.

  4. Click Add.

Edit or delete a category

  1. Go to DeductionsExpenses.

  2. Click OptionsManage Categories.

  3. Hover over a category.

  4. Click the edit icon to rename, or delete icon to remove it.

NOTES:

  • Clicking the delete icon removes the category immediately. If a category is accidentally deleted, follow the steps above to re-add it.

  • If you delete a category that was previously used to categorise expenses, the category will also be removed from those expense records.

Remember to download the Rounded mobile app!

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