How to Add Custom Expense Category

Although we have several Expense Categories to choose from, you may not find one that fits your expense just right. 

To add a custom category for expenses:

  1. Click on Accounting > Expenses > New Entry
  2. In the Category Box, type in the name of the custom expense category you would like added (e.g. Custom: Wellness Program). 
  3. Complete the rest of the expense entry. 

(note: Do not type in the Type to Search... box to create a new category. Type the name in the Category Box and click outside of the box to make the drop down menu disappear and complete the entry.)