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How Do I Use Categories in Purchases

Categories appear in two places in Pay & Expenses: as the Category/Account field on bill line items, and as the Category field on receipts.

Steps

  1. On a bill line item, use Category/Account to assign the cost to the right expense account.
  2. On a receipt, use the Category field the same way to keep day-to-day spending organized.
  3. Use the "All Categories" filter on the Receipts page to review spending by category.

Related Articles

  • How Do Default Expense Accounts Work in Bills?
  • How Do I Categorize a Receipt?
  • How Do I Add Line Items to a Bill?

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