> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/expense/setting/expense-category.md).
# Expense category
The **expense category** is to categorize expenses into specific groups for better tracking, analysis, reporting, and decision-making. It is a **multi-level** categorization, providing detailed levels within each category.
## 1 Create expense category
Step 1: Click on \[All category] to create a primary category or click on a parent-category to create a sub-category under an existing category
Step 2: After entering the name and category no., click on the "Save" button on the top-right side of the page to ensure the new category is created.
**Remark:**
* The user can adjust the sequence of the category by drag and dropping them to match the desired sequence.
### 1.1 Field Explanation
**Category name**: Cannot be filled in. Indication of the upper-level category within the hierarchy.
**Category no**.:Cannot be filled in. Indication of the upper-level category number, used for accounting system integration.
**Enable category**: Cannot be toggled. This setting determines whether the parent-category can be seen in my expenses, the expense list, included in reports, and displayed in the category selector.
**Sub-category name**: Can be filled. This is the name of the sub-category that falls under the upper-level category.
**Sub-category no.**: Can be filled. This is the identification number of the sub-category.
**Enable sub-category**: Can be toggled. This setting determines whether the sub-category is enabled and available for selection in the system.
## 2 Edit category
Step 1: Click on the parent-category to see all options available
Step 2: Make the changes and click "Save" on the top-right of the page.
To add a new row, click on the (+) button or by pressing enter on your keyboard.
To delete row, simply click on the (x) next to the desire row to be removed.
Re-adjust sequence by drag and dropping the category on the list.
**Before**
**After**
**Remark:**
This will affect the sequence presented in a table report.
## 3 Import
Step 1: In the top-right corner of the page, click "Import".
Step 2: Export the template by clicking on "Export template".
Step 3: Fill up the Excel template
Step 4: Select the filled Excel file by double-clicking on the file or click on the file and click "Open".
Step 5: Select whether you would like to add new data or update the existing data, once done, click on "Start importing" to begin the import.
