How do I create an expense category?
- Go to your settings.
- Under the Expenses tab, you will find ‘Expense categories’.
- You will find a list covering the majority of current expenses.
- The button at the bottom of the panel will allow you to easily add more categories.
What is the eligible percentage?
It’s the percentage of expenses that are related to your freelance work. These percentages apply automatically and simplify your tax returns. Note that if you choose 0%, the expenses will not appear in your statements.
How do I delete an expense category?
- Go to your settings.
- Under the Expenses tab, you will find ‘Expense Categories’.
- You will find a list covering the majority of current expenses.
- You can then click on any category to delete it.
How can I edit an expense category?
- Go to your settings.
- Under the Expenses tab, you will find ‘Expense Categories’.
- Click on the desired category from the displayed list.
- Make the required changes.
- Click "Save" to exit.
How can I assign a deduction percentage to an expense category?
- Go to your settings.
- Under the Expenses tab, you will find ‘Expense Categories’.
- Click on the desired category from the displayed list.
- Change the percentage and then click "Save" to exit.
- Click "Save" to exit.