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Expense Categories

The Expense Categories page helps organize costs and income.

Categories make reports easier to read and help you understand where money is going.

What you can do here

From this page, you can:

  • see available categories;
  • create personal categories, when allowed;
  • organize expenses by type;
  • use categories during transaction review or expense entry.

Why categories are useful

Without categories, expenses are only a list of payments.

With categories, you can see patterns such as utilities, maintenance, taxes, insurance, bank fees, or other rental costs.

How to use categories

Use clear category names that you will understand later.

Avoid creating too many similar categories. A simple structure is easier to maintain and easier to read in reports.