To ensure expenses are properly categorized, you can require Workspace members to add tags and categories before submitting them. This guide walks you through enabling this setting on both desktop and mobile and managing default spend categories for smarter expense tracking.

Require Tags or Categories for Workspace Expenses

Desktop:

1. Click Settings in the bottom left menu.
2. Scroll down and click Workspaces.
3. Select a Workspace.
4. Click Tags or Categories.
5. Click Settings at the top right.
6. Enable the “Members must tag or categorize all expenses” toggle.
7. If needed, repeat steps 4-6 for the other option (tags or categories).

Mobile:

1. Tap Settings in the bottom menu.
2. Tap Workspaces.
3. Select a Workspace.
4. Tap Tags or Categories.
5. Tap Settings at the top right.
6. Enable the “Members must tag or categorize all expenses” toggle.
7. If needed, repeat steps 4-6 for the other option (tags or categories).

Once enabled, the Tag or Category field will be marked as required on all expenses.

Note: If Tags or Categories are required, expenses can still be submitted without them. However, the submitter and approver will see an orange dot on the expense, indicating that the required Tag or Category is missing.

Default Spend Categories

Expensify learns how you categorize certain merchants over time and automatically applies that category to future expenses from the same merchant. You can always change the category, and Expensify will learn your corrections over time.

Manage Default Spend Categories

1. Click Settings in the bottom menu.
2. Click Workspaces.
3. Select a Workspace.
4. Click Categories.
5. Click Settings at the top right.
6. Click on any of the default categories and select one of your categories from there.