Expense Categories

On the Expense Dashboard, click All Categories.

The Expense Categories List appears.

Edit an Expense Category

On the Expense Categories List, either double-click a row, or select a row and click View Record to open an expense category for editing.

Click the Edit icon (pencil) to change the name or description of the Expense Category.

Click the Save icon (check mark) to save changes.

Delete an Expense Category

To delete the Expense Category shown on the Event Category Details page, click Delete Expense Category.

A popup window will appear prompting you to confirm the deletion. Click Continue.

Any expenses that were assigned to the category will not be deleted, but they will have no category assigned.