Business expense categories help you organize your expenses and map your expenses to your tax forms. Hurdlr includes many default business expense categories, but you can also add your own custom categories.
To Add a Custom Business Expense Category
On the mobile app, tap the 3 dots icon on the top left corner or on the web app, click the gear icon on the top right corner
Select ‘Business Categories’
Click the ‘+Add’ sign
Enter the name of your new expense category under ‘Category Name’ field
Select the heading you’d like the expense to fall under in the ‘Parent Category’ field (This will organize your new category in the list of Business Expenses, but will not impact your reports)
Choose the Expense Account the category it will fall under (This is the account that the expense will map to in your high-level reports)
Click ‘Save’
You cannot create custom parent categories, so you must select one of the default options. Hurdlr Pro users have the ability to customize their COA, so they are able to add custom expense accounts, however, Free and Premium users do not have access to this advanced accounting feature.
To Delete a Business Expense Category
It is not possible to edit the default business categories in Hurdlr. However, you can delete any of the default expense categories that you do not need.
On the mobile app, tap the 3 dots icon in the top left corner or on the web app, click on the gear icon in the top right corner
Select ‘Business Categories’
Choose the category you want to delete
Tap the ‘Delete Expense Category’ button at the bottom
It is not possible to delete Parent Categories or Expense Accounts. Bulk-deleting is not an option for Expense Categories, so you will need to delete them one by one.
To Restore an Expense Category
It won’t be possible to add a new expense category with the same name as a category you deleted. However, you can restore an expense category at any time if needed.
On the mobile app, tap the 3 dots icon on the top left corner or on the web app, click the gear icon on the top right corner
Select ‘Business Categories’
Click the ‘+ Add’ sign
In the ‘Category Name’ field enter the name of the category that you want to restore
You’ll get a pop up letting you know there is already a category under this name and confirming if you’d like to restore it. Click the ‘Yes’ button.
After restoring an expense category, you’ll be able to tag expenses to it again
You can also customize personal expense categories. Learn more here.