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.

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.  

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.

Create New sub-category

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.

Import Categories

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.

Export Categories