Skip to main content

Expense types

The Expense types screen is a setup page where you prepare the categories used for expenses, such as rent, consumables, transport, or utilities. You then choose those categories in the expense form.

When to use this page​

  • When you want expenses grouped by clear categories.
  • When you want better colors and clearer reporting.
  • When users should choose a prepared expense type instead of typing free text every time.

This is a preparatory setup step. If you want expenses to be entered in a consistent and organized way, do this before Add expense.

What you see in the list​

  • Name
  • Color
  • Active or Inactive
  • Drag-and-drop ordering

Steps: Create an expense type​

  1. Open Settings → Expense types.
  2. Choose New expense type.
  3. Fill in:
    • Name — required
    • Color — to make the category easier to recognize in lists and reports
    • Description — optional
    • Activate expense type
  4. Save.

How it is used​

  • In Add an expense, you can choose the Expense type field.
  • The expense type helps with filtering and reading reports.
  • If you no longer want a type to be used, it is usually cleaner to deactivate it instead of renaming it to something else.

Working with existing types​

  • You can edit the name, color, and description.
  • You can activate, delete, and restore expense types.
  • You can reorder them to make everyday use easier.