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How do I add custom categories?

How do I add custom categories?

Last updated:

November 6, 2023

  1. Navigate to the Settings tab
  2. Tap on Custom Categories
  3. Add or remove categories as you wish
How Long Do I Need To Keep Receipts?

How Long Do I Need To Keep Receipts?

Receipts are proof of a sales transactions and it is important that you hang on to these receipts just in case you need to provide proof to the IRS, retailers, or other entities.

Maximizing Tax Savings: Why Small Business Owners Should Write Off Business Expenses

Maximizing Tax Savings: Why Small Business Owners Should Write Off Business Expenses

As a small business owner, it’s important to take advantage of every opportunity to reduce your tax liability and save money.

Strategies For Managing Healthcare Costs

Strategies For Managing Healthcare Costs

While medical expenses can feel out of control, there are a few strategies that you can use to make managing your healthcare costs easier and more manageable.

Understanding Financial Advisor Fees: What's Fair and What to Expect

Understanding Financial Advisor Fees: What's Fair and What to Expect

Hiring a financial advisor? Understand their fee structures: assets under management, hourly, flat/retainer, or commission-based. Ask questions, compare options, and find an advisor who fits your budget and goals.

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