Settings
Task and expense categories
The lists used to tag time entries and expenses.
Two separate lists, each managed the same way: Settings → Task categories and Settings → Expense categories. Owner or Admin can manage them; every role can see the lists when picking a category elsewhere in the app.
Task categories
Task categories (e.g. Design, Development, Meeting) are how tracked time gets grouped for invoicing. Each one has:
- A name.
- A Billable checkbox — whether time logged under this category defaults to billable.
- Archive — hides it from pickers without deleting it or touching existing entries. Preferred over deleting once a category's been used.
- Delete — only allowed if no time entry references it; otherwise you'll need to archive it instead. Bulk delete skips (never force-deletes) categories still in use, and tells you what it skipped.
Expense categories
Expenses are a Pro plan and above feature — see Plans and pricing.
Same shape as task categories — name, archive, delete-if-unused — but for expenses. Expense categories are matched to expenses by name, not a fixed link, so renaming a category that's already in use is safe, but deleting checks by name too.