Set up category automation
Expensify Classic
Expensify learns how you categorize certain merchants over time and automatically applies that category to future expenses with the same merchant.
- You can always change the category, and Expensify will adjust future categorization based on your corrections.
- Any Expense Rules you have set up will take precedence over this automation. This feature only applies if you have not explicitly set a category.
Note: This feature only uses categories listed under the selected workspace. To change workspaces, click your profile image and select the correct workspace before adding a new expense.
You can also set up automatic category assignments based on the merchant category code (MCC).
Set Merchant Code Automation
Expensify automatically detects the merchant type for most imported credit card expenses based on the MCC. To categorize these expenses under a custom category, follow these steps:
- Go to Settings > Workspaces > Group > [Workspace Name]
- Click the Categories tab.
- Scroll to the Default Categories section.
- Click the Edit icon next to the default category you want to update.
- Select the appropriate category and save your changes.
