Centro de ayuda / Settlements & statements

Changing your expense types

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Rename, add and remove the categories you file expenses under.

Para operadores · 3 min de lectura

Every expense is filed under a type — Maintenance, Repair, Insurance, and so on. The list is your account's own: rename one to match the words your team already uses, add the category you keep booking against, and remove the ones you never touch.

You start with thirteen standard types. Nothing is imposed after that.

Where to find it

Opening the list

1 Go to Settings.
2 Open the Expense types card.

Notas: Only an account admin can change the list. Managers can see it, because renaming a type changes what an owner reads on a statement you have already sent.

Renaming

Renaming is always safe, including for a type already in use. Expenses are not re-filed — they keep the category they were booked under and simply show the new name. Calling Repair "Reparatie" updates it everywhere at once: the dropdown, past expenses, and statements not yet sent.

Adding

Type a name at the bottom of the list and press Add. It appears in the Type dropdown on the expense form straight away. Two types cannot share a name, so you cannot end up with two entries called Cleaning that mean different things.

Deleting

A type can only be deleted while nothing uses it. If any expense — or any recurring schedule — is booked against it, the Delete button is greyed out and marked in use.

This is deliberate. Deleting a type that is in use would leave those expenses labelled with a category nobody can read, including on statements an owner already has. If you no longer want a type, rename it or leave it alone: an unused type costs nothing.

I renamed a type. Do old expenses change?

They keep their amounts, dates and allocations — only the label they display changes. Nothing is re-filed and no settlement figure moves.

Why can I not delete Maintenance?

Something is using it. The list shows in use next to any type with expenses or a recurring schedule behind it.

Does a recurring schedule count as in use?

Yes. It creates real expenses later, so its type has to survive until the schedule is gone.

Can each property have its own list?

No. The list is per account, so every property files expenses the same way and statements stay comparable.

A manager cannot see the buttons.

That is intended. Only an account admin changes the list.