On desktop? Click HERE for the desktop help article.
Rounded comes with a selection of default expense categories which are ready to use. These can be edited or removed as required and new ones can be added to suit your business needs.
Adding expense categories
Tap the Expense tab then the three dots on the top right.
Tap Manage categories.
Under New category, type in the name of the category to be added.
Tap Add.
Editing/Deleting expense categories
In the Expense categories section
Swipe left on the category to be edited or deleted.
Click the Edit icon to rename and save, or the Delete icon to remove it.
Notes:
If an existing expense category is edited, the new category name will be reflected on any/all expense records where the old category name was used. No other information on the expense record will change.
If an existing expense category is deleted, the category will be removed from any/all expense records where it was used. No other information on the expense record will change.
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