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 โ€˜Travelโ€™. As a result, you can accurately track the amount spent during the business travel.โ€จโ€จ

  • 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