Use this when you need to add, edit, archive, or review account budget categories.
Before You Start
You need admin access.
Know:
- Category name.
- Category type.
- Whether it should be included in overall budget totals.
Steps
- Go to Settings.
- Open Presets.
- Choose Categories.
- Add or edit the category.
- Set the category type.
- Save changes.
Category Types
- Itemized: physical items are tracked individually.
- Expense: non-itemized costs.
- Fee: company revenue or service fees.
- General: broad or legacy category behavior.
Archive Instead Of Delete
If a category has existing transactions, archive it instead of deleting it. Archiving preserves history while hiding the category from new work.
Common Issues
- Changing category type can change how budgets and forms behave.
- If a project cannot use a category, confirm the category is active and enabled for that project.
- Fee categories may be affected by financial access settings.