Expense Types
The Expense Type screen lets you add a second layer of detail to your expenses. For example, if your category is "Travel," you can use "Types" to show if it was a "Regular" trip or an "Emergency" trip.
Expense Type List
This list shows all the secondary labels you have created:
- Search: Type here to find a specific name in the list.
- Expense Type Name: The name of the label (e.g., Fixed, Regular).
- Show Also Inactive: Check this box to see labels that are hidden.
- Status Toggle: Use the switch in the list to turn a type On (Active) or Off (Inactive).
Add or Edit Expense Type
When you click Add New or the Edit pencil icon:
- Expense Type Name: Enter the name for your classification.
- Status: Choose if it is active or inactive.
- Save: Click this to save your work.
Quick Actions
- Add New: Create a new type.
- Edit (Pencil): Change the name or status of an existing type.
- Delete (Red X): Remove a type from the system.