FAQ: Why aren't my expense categories showing up? Follow

In Tallie, there are two possible reasons why an expense category may not appear in the drop-down menu for users to select when coding expenses.

1. The expense category hasn't been added to a Group the user is associated with. 

If the Groups feature (see this article) is enabled in the Company Features section, and the end date of the expense category matches the transaction date, it's likely that the expense category hasn't been added to the group the user belongs to.

To add the expense category to a group, please follow the steps below: 

1. Click Settings.
2. Click Manage Lists.
3. Click Groups.
4. Click the pencil icon to the right of the group name to edit it.
5. Click Add Expense Category.
6. Select the correct Expense Category from the drop-down.
7. Click Update Group.

2. The end date on the expense category is on or before the date of the expense.

If the end date is on or before the expense/transaction date, the user will not be able to view the expense category.

To update or remove the end date on an expense category, please follow the steps below:

1. Click Settings.
2. Click Manage lists.
3. Click Expense Categories.
4. Click on the expense category you would like to update.
5. In the End Date box, edit or remove the date as needed.
6. Click Save and Exit to save the changes.