I'll answer your inquiry regarding the changes in the categories in Expense, mailash.
If your expense category has changed without your action, other users may have made the alterations. I recommend checking your account history using the Audit log feature within the program. Make sure to sign in as an admin and then follow these steps to view your records:
- Go to the Gear icon and select Audit log.
- Utilize the User, Date, or Events fields to filter and narrow the results.
On the other hand, you can add a new category if you'd want to put a salary or other expenses to track them easily. Here's how you create one directly in the Expense transaction:
- Click the +New button and select Expense.
- In the Category column dropdown menu, tap the + Add new category.
- From the Account window, choose the Account Type and its Detail Type.
- Enter a Name for the new account. Optionally, you may include a brief description or pick the Parent account if this is a sub-account.
- Press the Save and Close button.
However, if you prefer to edit the existing categories used for expense tracking, I recommend consulting an accountant to keep your books accurate. I'll write down the steps to modify them in the Chart of Accounts:
- Navigate to Transactions and select Chart of Accounts.
- Locate the account you'd like to edit.
- In the Action column, click the dropdown arrow next to the View register and choose Edit.
- Make all desired changes and hit Save.
Additionally, I've included some resources that provide detailed information about category and detail types, as well as effective methods for maintaining an organized chart of accounts:
This will help you manage your categories effectively. Feel free to leave a comment below if there's anything else you need help with. The Community and I will always be around to provide additional assistance. Have a wonderful day ahead!