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October 8, 2019
Question

I want to reclassify an expense category to be a sub category of another expense; how do i do that ?

  • October 8, 2019
  • 1 reply
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1 reply

AddieC
October 8, 2019

Hi there, 


Having the flexibility to create new categories and sub-categories for your expense transactions is an important method for organization. When you look at your list of Expenses from the Expenses tab, you'll see the option to assign a category. 

 

The categories appearing in this drop-down menu are created from the Chart of Accounts. You're able to add a sub-account under any account you'd like. Here's how: 

 

1. Click Accounting.

2. Select Chart of Accounts

3. Click New.

4. Select your account type and detail type.

5. Name your account.

6. Check off the box that says "Is a sub-account", and select the account it's assigned to.

7. Click Save and Close. 

 

When you go to select your category for future expenses, you'll now see your sub-account listed there to select. You can also take a look at this article that takes you through the process of categorizing transactions in the bank feed: Assign, categorize, edit, and add your downloaded banking transactions.

 

I hope this helps. If you have any questions, just let me know. 


Cheers!