How to manage expense categories
Expense categories help you organise and track expenses efficiently in Nanny Admin. You can create custom categories, edit existing ones, or delete those you no longer need. Categories can also be used to filter Expense reports for better tracking.
1. Access the expense category settings
- Tap Menu > Settings > Expense settings.
- Select Manage expense categories.
2. Add a new expense category
- Tap the plus icon.
- Enter the category name.
- Tap Add to save the new category.
3. Edit an existing category
- Tap the edit icon in the top right corner (next to the plus icon).
- Tap the pencil icon to update the name of a category.
- Tap the tick icon to save changes.
- Tap Done when finished.
4. Delete an expense category
- Tap the edit icon in the top right corner (next to the plus icon).
- Tap the red delete icon to remove the category.
- Tap Done when finished.
Important notes
- Expense reports can be filtered by category for better insights into spending trends.
- Deleted categories cannot be restored, so ensure you no longer need them before deleting.