DigitalM
Level 1

Banking

I've only just started. I've imported a few thousand transactions from bank accounts and I'm starting to categorise things. I've set up some rules etc. Well this is where I am, but here's my question.

 

Is there a way to get an overview of expense categories and manage them, so I can organise the categories I want first rather than be forced into creating them one by one on the fly. 

 

Also, can you have sub-categories for expenses? I'm used to being able to have, for example, a 'Transport' category, under which might be things like 'car maintenance', 'fuel', 'road tax', 'car insurance', 'breakdown'. I've come to the conclusion that QBO simply doesn't operate the way I expect it to in this regard.