Cost Categories

When you configure cost categories you are deciding what is visible in charts when you use the filter - Group by cost category.

How to edit cost categories

To edit your cost category, go to Settings and select Cost Categories.

1. Review and update, if needed, the default category labels.
2. Download the setup spreadsheet from the form, it is titled Cost Category Mappings.
3. Update the spreadsheet.
4. Upload the completed spreadsheet.

How long until I see the cost category changes?

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

Cost category example 

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.