Expense Categories Expenses & Accounts

Manages the category and sub-category list used to classify expenses.

A simple table listing each category's name and code, with sub-categories shown indented beneath their parent (prefixed with --). Categories support one level of nesting: a category can have sub-categories, but a sub-category cannot have its own children.

Click Add to open a modal for creating a category or sub-category — choose a parent category to make it a sub-category, or leave it blank to create a new top-level category. Each row's Actions offer Edit (modal) and Delete.

Access to this whole screen — viewing, adding, editing, and deleting categories — is controlled by the expense.add or expense.edit permissions; there's no separate view-only permission for categories.

Step-by-step Workflow

1. Review existing categoriesScan the list of categories and their indented sub-categories.
2. Add a categoryClick Add, enter a name and code, and leave the parent field blank for a top-level category.
3. Add a sub-categoryClick Add again and select an existing top-level category as the parent.
4. SaveSubmit the modal to add the category so it becomes available when recording expenses.
5. Edit or deleteUse the row's Edit or Delete action to rename a category or remove one that's no longer used.