Note: the instructions in this FAQ apply only to the Digit User Interface.

Not sure which UI you're using?  Click here to work it out!

You can add or delete generic or custom expense categories by using the Automate section of your account.  

Generic and custom expense categories are the categories that you've added to the account without the aid of accounting software such as Xero or MYOB.

Important note:  if the category you want to add or delete exists in an accounting software package that is already integrated with Squirrel Street, there's no need to perform this action in your Squirrel account.  Simply resync the two accounts by clicking on the resync button at 

1) Adding a category

a) Go to the Automate section of your account and click on Add Category

b) Then follow the prompts!

2) Deleting a category

a) Select the category(s) you wish to remove by clicking in the check box(es) to the left of those categories

b) Then click on Delete Categories

c) And confirm!

Please note that if this category is already attached to any receipts, it will be removed from these receipts also.