Expense Categories help

Help for Expense Categories in Work Planner.

Articles

Expense Category Details

What appears in the Expense Category details popup and what each section is telling you.

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Editing an Expense Category

How to edit an existing expense category and what happens when you rename or recolour one that is already in use.

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Creating an Expense Category

How to create a new expense category, what each field does, and where that category shows up later.

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Expense Categories List

How the Expense Categories list works, what the system rows mean, and where categories are used later.

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