Add expense categories and sub-categories used in your organization on Fyle to create expenses as accepted by your organization's system. Fyle comes with a set of default categories. If required, you can also add new expense categories if it is not available as part of the default categories existing on the system. 

To view the list of categories:

  1. Login to your FyleLite account.
  2. Click on 'Settings'
  3. Click on the 'CATEGORIES' tab.

Add a New Category

If your company category is not already present in the category list, you can add a new category to the list. 

To add a new category 

  1. Click on +NEW CATEGORY at the bottom of the page
  2. Enter the new category
  3. Click save

The new category appears in the 'Category' drop-down while adding an expense. 

Add a Sub-Category

To add a sub-category to an existing category :

  1. Click on the plus icon.

    2. Enter the sub-category name.

    3. Click SAVE.

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