How to Add a Tracking Category in Xero Accounting
This guide provides step-by-step instructions on how to add a tracking category in Xero Accounting. In this example, we are using the category type of "location". By following these simple steps, users can easily track and categorize their transactions based on specific locations, providing better organization and analysis of financial data.
Tina Garza
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8 steps
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22 seconds
Xero
1
Navigate to Xero
2
Click "Accounting"
3
Click "Advanced"
4
Click "Tracking Categories"
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Click "Location"
6
At the bottom of the list, click "Add another option"
7
Enter the name of the new location
8
Click Save
