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How Do I Categorize a Receipt

Categorizing receipts keeps your spending organized and easier to report on. Go to Pay & Expenses → Receipts. Open a receipt and use the Category field to…

Steps

  1. Go to Pay & Expenses → Receipts.
  2. Open a receipt and use the Category field to assign it to the appropriate spending category.
  3. Use the "All Categories" filter on the main Receipts list to review or audit spending by category later.

Related Articles

  • How Do I Record an Expense Using Receipts?
  • How Do Default Expense Accounts Work in Bills?
  • How Do I Track All Expenses?

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