How do I personalize the transaction categories?

You can personalize the category options when tagging your receipts to match your business needs. (*please note that you can only set-up your category options through the desktop app)

1. Login using the desktop app and select Settings from the menu-bar. 
2. Scroll all the way to the bottom until you see Categories. 
3. Start your category list. Type in the category and select Add Category. You can add up to 99 custom categories. 
4. If you need to delete a category, select the red X on the right-hand side.
5. A pop-up will appear confirming the action. Select Remove to remove the category.
6. You and your team will now be able to select a category that matches your business needs when tagging your receipts.