To add an expense category, open the  Settings menu (gear icon in the top right corner) > Categories > then the ‘+ Add’ button in the top right corner. 

Enter your custom category name and then select the tax categories your new category will route to. If you need help selecting a Parent and Expense account, just reach out to our team via in-app chat, we’ll be happy to help! 

Note: Parent categories map directly to the expense categories on the IRS Schedule C, so these cannot be edited. 

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