Expense Categories
How to manage expense categories in Tetri Copilot.
Overview
Expense categories help you organize your spending for reporting and analysis. Tetri Copilot comes with a set of standard categories, and you can create custom ones to match your business needs.
Default Categories
Tetri Copilot includes common categories such as: Travel & Transport, Office Supplies, Software & Subscriptions, Marketing & Advertising, Professional Services, Meals & Entertainment, Utilities, Payroll, Equipment, and Other. These cover most SME expense types out of the box.
How to Add a Custom Category
- 1
Go to Settings in the sidebar.
- 2
Look for Expense Categories in the settings menu.
- 3
Click Add Category.
- 4
Enter a name for the category.
- 5
Optionally set a budget limit for this category.
- 6
Click Save.
- 7
The new category is now available when adding expenses.
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