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"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:

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

Updated on: 21/11/2023

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