Adding Expense Categories

Here you will find a step-by-step description of how to add an expense category in TMetric, who has permission to do it, and why to use it.

Note: Only a workspace owner and admin have permission to create an expense category in TMetric. Once a category is added, team members can use it when adding an expense.

To add a category

1. In the sidebar, click Expenses.

2. On the Expenses page, click the gear icon to access the settings.

3. On the Expense Categories page, you will see the default categories.

4. To add a new category, click New Category.

5. In the Create Expense Category dialog, enter a category name and click Save.

6. To set a unit price for the category, select the checkbox, then enter the name, currency, and amount. When finished, click Save.

By categorizing expenses, you can track costs more accurately, identify areas for savings, and clearly bill expenses.