Cost Categories

With this option you can customize the default cost categories. These are visible in charts when you use the filter - Group by cost category. 

The first step is to review and, if needed, update the default category labels.

After you have configured the categories, you can download the spreadsheet and update the assigned bill line types to cost categories and then upload your file.

It will take up to 24 hours for category changes to be processed.

You can see your Cost Categories in the Trend Chart and Rolling Month Comparison widget. Include the Group by filter and select Cost Category. You can hover over the stacked bar or expand the widget to see more details.