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

• Go to Admin > Settings > Categories.
• Click on + New Category.
• Enter the category name and the account code.
• The category you create will be common to all policies. Within a policy, you can override the existing general rules and make rules specific to a particular category.
• Click Save to save your 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.



• Click the Settings module under the Admin section on the left sidebar.
• Scroll down to the Category section.
• Click on + New Category button.
• Enter the category name.
• Select the option Make this a sub-category?
• Enter the account code if necessary.
• Click Save.

Importing expense categories

To import expense categories:

• Go to Admin > Settings > Categories.
• Click on the Option drop-down present right next to the + New Category on the top right corner of the page.
• Select Import category (.CSV or .TSV).
• Map the fields from your uploaded file and click Next.
• Click Import to import the category on to your Zoho Expense Account.

Exporting expense categories

To export expense categories:

• Go to Admin > Settings > Categories.
• Click on the Option drop-down present right next to the + New Category on the top right corner of the page.
• Select Export category.
• Choose the format in which you would like to save your file (.CSV or .XLS).
• Click Export to download the data on your Computer.