Can I add a new category if needed?

Yes, you can.

To add a new expense category, perform the following steps:

  • Go to the Accountant module and select Chart of Accounts.
  • Click on + New Account.
  • In the pop-up that follows, provide a name, select Expense from the Account Type drop-down and enter a decription if necessary.
  • Finally, click Save for the changes to take effect.

Note: You may also create a new expense account while creating expenses. To do that, select + New Account from the Expense Account drop-down in the Record Expense screen.

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