Help documentation

Categories

Categories helps you to classify your expenses. These categories provide a clear picture of your business expenditures with the help of analytic reports. Zoho Expense comes with a set of default categories. Also, you can create new categories, if necessary.  

To create a new category

Create New Category

To create a sub-category

Using Sub-categories, you can be further specific about your expense type. For instance, expenses incurred during a business travel include meals, lodging, cab charges etc. Here, you can add them as sub categories under the parent category ‘Travel’. As a result, you can accurately track the amount spent during the business travel.



Create New sub-category

Importing expense categories

To import expense categories:

Import Categories

Exporting expense categories

To export expense categories:

Export Categories

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