Articles on: Page-by-Page Guides

"Expense Categories" Page Guide

The "Expense Categories" feature on WellyBox offers users a way to classify and manage receipts by various expense types.


Creating and managing expense categories


  • Adding categories: Click the '+' icon to add a new category, enter its name, and click 'Add'.
  • Editing categories: Your categories will be listed here, where you can change their names as needed.


Assigning receipts to categories


With your categories ready, assigning receipts helps keep finances orderly:


  • Go to the "All Receipts" page.
  • Select a receipt.
  • In the receipt's detailed view, assign it to one of your categories.


Categorizing receipts allows you to:


  1. Track expenses accurately for each category.
  2. Create reports and exports for specific expense types.
  3. Keep a clean and organized financial overview.

Updated on: 21/11/2023

Was this article helpful?

Share your feedback

Cancel

Thank you!