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How to create an expense category

Nutcache Team avatar
Written by Nutcache Team
Updated over 3 months ago

Overview

Nutcache allows you to organize your recorded expenses into various categories for better tracking and reporting. You can also create custom expense categories to suit your specific requirements, making expense management more efficient and personalized.

Where can I find this feature?

The expense category feature is located under the Categories tab in the Expenses module on the left-hand menu.

How to Create an Expense Category

  1. Navigate to the Expenses module and select the Categories tab.

  2. Click the + Expense Category button.

  3. In the popup screen, enter a name and description for your new expense category.

    • By default, the category's status is set to Active.

  4. Click Save to finalize your new category.

Important Information

  • Once created, the new expense category will be available for selection when recording an expense.

  • Custom expense categories are also included in expense-related reports, providing insights into your spending trends.

System Categories

Nutcache comes with a predefined set of expense categories, known as system categories. These categories cannot be deleted but can be deactivated if no longer needed.

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