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How do I create custom categories?

Categories are used to identify the type of expense. For example, meals and entertainment, transportation, or incidental. There are already a set of predefined categories inside of Falcon. However, you can create your own custom categories based on your needs as an extra layer to organize your data. Categories are included in Falcon’s IRS compliant report downloads.

You can create custom categories from any of the expense entry forms (i.e. Enter Expense, Odometer, GPS, Addresses, Log Time, etc.). After you create a category it is saved in your categories list, and you can filter your expenses list by categories (see, How do I filter expenses by tag of category?. Below are the steps to create custom categories.

1. Tap on the button to the left of the “Category” option (labeled “uncategorized”). After tapping this option a picker will appear (see step 2).

2. Inside the picker, select the option “Create New”. A dialogue box will pop up allowing you to enter the name of your new category.

You can also create custom tags. To find out more, check out “How do I create custom tags?”