Who Can Edit Expense Categories?
Only workspace admins have permission to edit expense categories. If you’re unsure about your role or permissions, check out the Understanding Roles and Permissions in ExpenseMonkey for clarification.
Setting Up Expense Categories
- Access the Settings
- In your ExpenseMonkey dashboard, click Settings in the upper-right corner.
- Navigate to Expense Categories
- Select Expense Categories from the menu.
- Explore Pre-Existing Categories
- ExpenseMonkey offers over 27 pre-existing categories to get you started.
- Customize Your Categories
- Add New Categories: Create custom categories tailored to your needs.
- Delete Existing Categories: Remove categories that aren’t relevant to your workspace.
Pro Tip: Personalize your categories to reflect your business needs. You can also use your accounting ledgers as categories so your accountant will have an easier job booking the expenses. You can delete all existing categories and start fresh with your own custom list.
By customizing expense categories, you can streamline expense tracking and ensure alignment with your specific business requirements.
