How to Add an Expense Category

Create a new category on the fly while recording an expense, without leaving the form.

You don't need to leave the Record Expense form to add a category that doesn't exist yet.

Open Record a New Expense. Go to Expenses → Record a New Expense.
Find the Category field. Next to the Category dropdown, look for the option to add a new one.
Type the new category name. For example "Vehicle Maintenance" or "Marketing".
Save it. The new category is created instantly and automatically selected for the expense you're recording — it will also appear for every future expense you log.

Last updated Oct 18, 2026 · 9 views