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Expenses Category

How to Manage Expense Categories

Expense categories help you organize and track different types of expenses efficiently.

Steps to View and Manage Expense Categories

Step 1: Open Accounting

  • Go to the Dashboard
  • Click Expense Category from the sidebar menu Expenses Category

Step 2: Open Expenses

  • Select Expenses to access the expense management page Expenses Category 2

Step 3: View Existing Categories

  • At the top of the page, you will see your existing expense categories displayed as cards
  • Each card represents one expense category Expenses Category 3

Step 4: Understand Category Options

  • The category name is shown on the left side.
  • On the right side, you will find options to:
    • Edit the category
    • Delete the category Expenses Category 4

Step 5: Edit an Expense Category

  • Click the Edit button next to the category
  • Update the category name as needed
  • Save the changes Expenses Category 6

Steps to Add a New Expense Category

Step 6: Open Add Category Form

  • Click the Add Category button Expenses Category 6

Step 7: Enter Category Details

  • Type the name of the new expense category Expenses Category 7

Step 8: Save the Category

  • Click Save Expenses Category 8

Step 9: Confirm Category Creation

  • The new category will appear in the list of expense categories
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