"Expense Categories" Page Guide
The "Expense Categories" feature on WellyBox offers users a way to classify and manage receipts by various expense types.
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.
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.
Track expenses accurately for each category.
Create reports and exports for specific expense types.
Keep a clean and organized financial overview.
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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