Defining your expense categories (Pro and Plus only)

Before you can create expenses for your Forecast projects, you have to review and decide which expense categories your projects will be using.

This article will walk you through:

• Reviewing your expense categories
• Creating a new expense category
• Editing an expense category

Reviewing your expense categories

To have access to create and/or edit expense categories, you have to be an Admin in your Forecast account. 

To review your expense categories

1. Click on your profile icon on the top-right.
2. Click on Admin.
3. Once in the Admin panel, click on the Finance tab.
4. While in the Finance tab, click on Expense Categories.

Creating a new expense category

Administrators can create new expense categories when needed and can be used in any of the projects available in Forecast.

To create a new expense category:

1. Click on your profile icon on the top-right.
2. Click on Admin.
3. Once in the Admin panel, click on the Finance tab.
4. While in the Finance tab, click on Expense Categories.
5. Click on the empty field under the already created expense categories.
6. Type the name of the new expense category.
7. Click on the Plus button to save.

Editing an expense category

Administrators can also rename, disable, and delete existing expense categories. 

To rename an expense:

1. Click on your profile icon on the top-right.
2. Click on Admin.
3. Go to the Expenses tab.
4. Click on the name of an already existing expense.
5. Enter the new name and click anywhere outside the field.

To disable or delete an expense:

1. Click on your profile icon on the top-right.
2. Click on Admin.
3. Go to the Expenses tab.
4. Click on the three dots next to the expense.
5. Select either to disable or delete an expense. 
   If an expense category is in use, it will not be possible to delete it, only disable it.