How do I categorize a transaction and change a work expense category?


Every transaction you do with your Lili card or your Lili account should be categorized. By swiping left or right on your expense tab, you need to first tag a transaction as a personal expense or a business expense. If it’s a personal expense, you’re done. But if it’s a business expense, it needs to be tagged with a subcategory (Travel, Office Expenses, Meals…) for your reports. There are some instances where Lili pre-selects the category for you, but if you’d like to change it, you can pick one that’s a better fit for that expense.

If, by mistake, you chose the wrong category, you can always update it by clicking on the specific transaction, in the Transactions page, and then click on the category to see the list of categories. From there, choose the new category that you want listed for the transaction.

The following is a list of Lili's plans and the transaction types that they can categorize:

Lili Plan Categorized Transaction Types
Lili Basic No categorization available
Lili Pro Expense transactions only
Lili Smart / Premium Income and Expense transactions

 

For a full list of the available income and expense categories, please go here.

 

Lili is a technology company and not a bank. Banking services are provided by Choice Financial Group, Member FDIC. The Lili Visa® Business Debit Card is issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa U.S.A.