How to Add Expense Categories

Operations Analyst

January 11, 2026 17:51 Updated

Are you looking for customized expense categories for your team? You can easily add them directly from the team dashboard, allowing your members to utilize them when recording their trips and expenses.

To learn how to add expense categories, follow the steps below:

Step 1: Click on 'Team Settings.'

WD - Team Settings.png

Step 2: Go to the 'Categories' tab.

WD - Categories.png

Step 3: Click 'Create category' or click here to learn how to upload multiple categories.

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Step 4: Enter the category name and code (optional). We recommend creating categories that match your chart of accounts.

new category.png

Step 5: Click 'Create', and you're all set!

new category.png

To learn how to add expense categories, follow the steps below:

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