How do I categorize my expenses in Expensify?

Asked 5 months ago
Categorizing expenses in Expensify is a straightforward process that enhances the organization of your financial records. Once you have added an expense, you can assign a category to it by selecting the appropriate category from a drop-down menu during the expense entry process. Expensify provides a default set of categories, but users can also create custom categories to better suit their individual or organizational needs. To categorize an expense, navigate to the expense entry, click on the category field, and either select from the existing options or type in a new category name. It is important to save your changes to ensure that the category is properly assigned. Users can also review their categorized expenses in reports, making it easier to analyze spending patterns. To find additional guidance or information about categorization features, it may be helpful to explore the resources available on Expensify's official website.
Jeff Whelpley is the editor / author responsible for this content.
Answered Jul 13, 2025

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