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Finances

How to organize expenses by category

Use categories to separate materials, gas, tools, insurance, subcontractors, and other costs.

Updated

For: Owner, Admin

Before you start

  • Confirm you are in Finances before comparing amounts.
  • Use period filters only when you need to review another month.
  • Do not press Save, Export CSV, or Send when you are only reviewing information.

1. Review existing categories

  1. Open Finances > Expenses.
  2. Each row shows the vendor and category below the name.
  3. Use this view to spot uncategorized or incorrectly classified expenses.
Expense list with visible category

2. Choose the right category

  1. When creating an expense, open Category.
  2. Select Materials & Supplies, Gas, Tools, Insurance, Subcontractors, or another matching option.
  3. Consistent categories make profitability easier to read.
Expense category selector

3. Keep a stable rule

  1. Use Materials & Supplies for job materials.
  2. Use Gas for fuel.
  3. Use Other only when no category describes the expense.

Statuses and options you may see

Uncategorized

Means: The expense has no specific classification.

Next step: Choose a category when the expense repeats or must be reported.

Materials & Supplies

Means: Materials used on jobs.

Next step: Use it for paint, shingles, drywall, or supplies.

Gas

Means: Fuel for the team or vehicles.

Next step: Keep it separate from materials.

Subcontractors

Means: Cost of third parties helping on a job.

Next step: Connect it to the job when it applies.

Other

Means: General category for rare cases.

Next step: Avoid it when a more precise category exists.