Manage expense categories
OWNER · ADMINUpdated 23 Sep 2026·2 min read
Settings → Expense categories is the organization-wide list behind the category field on every expense, with real usage numbers.
Groups and categories
Categories sit in groups, such as Venue or Marketing. Pick a group to see its categories, each with its 12-month spend and how many events have used it. Everyone can view the list. Owners and admins can change it.
Adding, renaming and removing
Add a group or a category when your organization starts tracking a new kind of spending, and rename one at any time. Expenses already filed under it follow the new name, so past reports stay consistent.
Deleting a category doesn't delete expenses. Expenses that were filed under it become Uncategorized. Rename or merge instead if you want to keep the history grouped.
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