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Original file line number Diff line number Diff line change
@@ -1,8 +1,8 @@
---
title: Create Expense Categories
description: Add categories to use for coding expenses.
keywords: [New Expensify, expense categories, GL codes, payroll codes, chart of accounts, import categories, expense coding]
internalScope: Audience is Workspace Admins. Covers creating, importing, enabling, and managing expense categories, including GL and payroll codes. Does not cover personal expense rules or accounting integration setup.
keywords: [New Expensify, expense categories, GL codes, payroll codes, chart of accounts, import categories, expense coding, add category from expense, create category inline]
internalScope: Audience is Workspace Admins. Covers creating, importing, enabling, and managing expense categories, including GL and payroll codes and inline category creation from the expense flow. Does not cover personal expense rules or accounting integration setup.
---


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---

## How to add a category while creating or editing an expense

Workspace Admins can also create a new category directly from the category picker when creating or editing an expense, without navigating to workspace settings first. This option is available when no accounting integration is connected to the workspace.

1. While creating or editing an expense, tap the **Category** field.
2. Tap the **+** icon in the top-right corner.
3. Enter a category name.
4. Tap **Save**.

The new category is immediately applied to the expense and added to the workspace's category list.

---

## How to upload categories using a CSV file

1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), click **Workspaces**.
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