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 from the sidebar menu

Step 2: Open Expenses

• Select Expenses to access the expense management page

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

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

Step 5: Edit an Expense Category

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

Steps to Add a New Expense Category

Step 6: Open Add Category Form

• Click the Add Category button

Step 7: Enter Category Details

• Type the name of the new expense category

Step 8: Save the Category

• Click Save

Step 9: Confirm Category Creation

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