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How to add an expense category on the web

To add an expense category on the web. First, Go to “Expenses”, and Select “Expenses”. Now, click on Create Expense from the top right-hand.

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to “Expenses”, and Select “Expenses”.

Now, click on "Create Expense” from the top right-hand corner of the screen.

create expense

Step 2: Fill in the details of the expense.

A new form appears. Here, enter the expense amount and date.

You can also add notes and attach files.

fill in the details of the expense

Step 3: Create an Expense category

Enter the new category name and click on “+Add Category” at the bottom of the drop-down menu.

create an expense category

Step 4: Record the payment details.

Go to the payments section and switch on or off the toggle bar to record the payment.

(If paid, you can select the mode of payment and bank account.)

record the payment details

Step 5: Click on “Add Expense”.

Now, click on the “Add Expense” button at the top right corner of the screen to add the expense.

click on add expense

‍Congratulations, You have successfully added a new expense.

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