How to create an Expense Category on Lumi Business

Business owners often find it necessary to establish various expense categories. If you're using Lumi Business and wish to set up your own expense category, adhere to the steps outlined below:

Step 1

 Logging In Begin by logging into your Lumi Business account. Then, navigate to the "EXPENSE" section within the platform and select it. This action will lead you to a new page.

Step 2

Accessing Categories Upon reaching the new page, you'll encounter three distinct items. Opt for the one labeled "CATEGORIES." Within this section, locate and click on the "Add new category" button. Doing so will present you with fields to complete.

Step 3

Naming Your Category Assign a suitable name for your expense category. It's important to choose a title that effectively encapsulates the nature of the expenses that will fall under this category. For example, you might opt for names like "Travel Expenses," "Office Supplies," or "Meals & Entertainment." Once you've named the category, finalize the process by clicking "Add new expense category." This action confirms the creation of your category.

For a visual guide, please watch the video below. Video Link

If you encounter any challenges or require further guidance during this process, don't hesitate to reach out to our dedicated support team at customerservice@enlumidata.com. We're here to assist you every step of the way.

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