Manage expense categories and vendors

Intended outcome

Use consistent categories and vendors for cleaner entry and review.

Prerequisites

Agree on recognizable, non-duplicated names.

Steps

1. In Expense categories, add or edit a category and available reporting mapping.
2. In Vendors, add or edit reusable payee details.
3. Select these records when entering expenses.
4. Periodically correct unreviewed or inconsistent expenses.

Expected result

Expense entry uses stable reusable values and reports group records consistently.

Common problems

• Search before creating a name that already exists.
• Deleting a used vendor retains expenses and moves them to No vendor.
• Create a new category when changing historical meaning would mislead.

Product boundaries

Application categories are working classifications; an accountant decides financial or tax treatment.