Create or rename an expense category
Organize recurring costs without creating duplicate categories.
Reviewed 9 October 2026
WHERE TO GO
Expense → Add Category / selected category → Edit
Step by step
Search the category directory to see whether the category already exists.
Choose Add Category and enter a clear name.
Save and select the new category.
For a supported rename, use the category’s edit action and save the revised name.
Use the category on the next relevant expense.
What to check
- The category appears in the expense directory and selector.
Things to know
- Some built-in categories have editing restrictions.
- Do not use a category rename to move a previously posted expense to another account. Correct the transaction instead.