Concept · article 03 of 24

Categorising
an expense.

The eight default categories, with one-line tests so you never second-guess which one to pick.

Ibrahim Ölmez Ibrahim ÖlmezFounder · nouz · 6 min read · Updated this week
When in doubt, Other. Better to log it as Other and refine later than to skip the entry entirely. You can recategorise from the entry detail panel any time.

Picking the right category isn't about getting tax categorisation right (that's your accountant's job). It's about what Statistics shows you — which category of spending is growing, which is shrinking, which is unusually high this month. Get the categorisation in the right ballpark and the analytics work; nudge it perfectly precise and you're spending time on something that doesn't pay off.

01 The eight categories

See Expense categories for the full list with rules. The short version: Advertising, Transport, Staff extra hours, Packaging, Repairs, Meals, Spoilage, Other.

02 A one-line test for each

When you're looking at an expense and not sure which bucket fits, run through these in order:

  • Advertising — "Did this aim to bring in customers?" → yes.
  • Transport — "Was I moving goods to the shop?" → yes.
  • Staff extra hours — "Did I pay someone outside the regular payroll?" → yes.
  • Packaging — "Did this go home with a customer?" → yes.
  • Repairs — "Was something broken and now it's fixed?" → yes.
  • Meals — "Did a staff member eat this for free?" → yes.
  • Spoilage — "Was this inventory that didn't sell and got thrown out?" → yes.
  • Other — anything that doesn't pass one of the seven above.

03 When to use Other

Other is the catch-all, but every entry under Other is a missed signal in your monthly Statistics breakdown. If you find yourself using Other more than once a week, drop us an email — the eight defaults may need a ninth that we haven't added yet.

Common things owners want to log that don't fit perfectly: bank fees, accountant's one-off project, charitable donation, late-payment penalty. We may add categories for these if enough owners ask — feedback is what drives the list.

04 Recategorising later

If you logged something in the wrong category, fixing it is a thirty-second edit: open the expense entry, change the category dropdown, save. The Statistics breakdown rebalances on next page load. There's no penalty for misclassifying then correcting — the data ends up the same.

Bulk recategorising isn't supported yet. If you realise an entire week's entries are in the wrong category, you'll need to fix them one by one today. Bulk edit is on the roadmap.

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