Payees & Categories
Create and maintain the people or businesses you pay and the reasons you spend money.
How to Create an Expense Payee
Open the Expense module and go to Payees, or choose Add New Payee while creating an expense. Ente...
How to Create an Expense Category
Open the Expense module and go to Categories, or expand Other Options while creating an expense a...
How to Edit or Remove a Payee
Open Expense → Payees. Find the payee. Choose the edit action to update the name, contact details...
How to Choose Useful Expense Categories
Categories should be broad enough to reuse but specific enough to support decisions. Good structu...