# 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](https://learn.defy.com.fj/uploads/images/gallery/2026-02/scaled-1680-/39odfRAEhjQIJeXD-screenshot-2026-02-08-160233.png)](https://learn.defy.com.fj/uploads/images/gallery/2026-02/39odfRAEhjQIJeXD-screenshot-2026-02-08-160233.png) ### Step 2: Open Expenses - Select **Expenses** to access the expense management page [![Expenses Category 2](https://learn.defy.com.fj/uploads/images/gallery/2026-02/scaled-1680-/0A20rTxN0VgYdQOf-screenshot-2026-02-08-160507.png)](https://learn.defy.com.fj/uploads/images/gallery/2026-02/0A20rTxN0VgYdQOf-screenshot-2026-02-08-160507.png) ### 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](https://learn.defy.com.fj/uploads/images/gallery/2026-02/scaled-1680-/o1fmPKVbf5K5hOlb-screenshot-2026-02-08-161836.png)](https://learn.defy.com.fj/uploads/images/gallery/2026-02/o1fmPKVbf5K5hOlb-screenshot-2026-02-08-161836.png) ### 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](https://learn.defy.com.fj/uploads/images/gallery/2026-02/scaled-1680-/5HlauP7atHoaeoZM-screenshot-2026-02-08-162048.png)](https://learn.defy.com.fj/uploads/images/gallery/2026-02/5HlauP7atHoaeoZM-screenshot-2026-02-08-162048.png) ### 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](https://learn.defy.com.fj/uploads/images/gallery/2026-02/scaled-1680-/IdOy8ucoTkpxMyuG-screenshot-2026-02-08-162532.png)](https://learn.defy.com.fj/uploads/images/gallery/2026-02/IdOy8ucoTkpxMyuG-screenshot-2026-02-08-162532.png) **Steps to Add a New Expense Category** ------------------------------------------------------------------------ ### Step 6: Open Add Category Form - Click the **Add Category** button [![Expenses Category 6](https://learn.defy.com.fj/uploads/images/gallery/2026-02/scaled-1680-/8k5eMeeBPb3sxAAN-screenshot-2026-02-08-163120.png)](https://learn.defy.com.fj/uploads/images/gallery/2026-02/8k5eMeeBPb3sxAAN-screenshot-2026-02-08-163120.png) ### Step 7: Enter Category Details - Type the name of the new expense category [![Expenses Category 7](https://learn.defy.com.fj/uploads/images/gallery/2026-02/scaled-1680-/pXWVjZqBHMT1XVGn-screenshot-2026-02-08-163308.png)](https://learn.defy.com.fj/uploads/images/gallery/2026-02/pXWVjZqBHMT1XVGn-screenshot-2026-02-08-163308.png) ### Step 8: Save the Category - Click **Save** [![Expenses Category 8](https://learn.defy.com.fj/uploads/images/gallery/2026-02/scaled-1680-/LTHaVM122qkxHthR-screenshot-2026-02-08-163433.png)](https://learn.defy.com.fj/uploads/images/gallery/2026-02/LTHaVM122qkxHthR-screenshot-2026-02-08-163433.png) ### Step 9: Confirm Category Creation - The new category will appear in the list of expense categories