{"id":693,"date":"2025-11-12T16:03:11","date_gmt":"2025-11-12T08:03:11","guid":{"rendered":"https:\/\/fogo365.com\/?p=693"},"modified":"2026-02-09T17:01:25","modified_gmt":"2026-02-09T09:01:25","slug":"how-to-create-new-expense-category-in-the-fogo-system","status":"publish","type":"post","link":"https:\/\/fogo365.com\/index.php\/2025\/11\/12\/how-to-create-new-expense-category-in-the-fogo-system\/","title":{"rendered":"How to create New expense\u00a0 category in the Fogo System"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-890b746f3d6af120c60721fb6ab2900f\" style=\"font-size:15px\"><strong>The Expense Category feature in the Fogo System helps organize and classify all types of company expenses. By creating categories, users can group similar expenses\u2014such as utilities, rent, or staff costs\u2014making it easier to track spending patterns, generate accurate reports, and maintain clear financial records.<br><\/strong><\/p>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-84cf4c1e66b73e550556043a3a700606\" style=\"font-size:15px\">Step1. Go to the Expense module from the left-hand menu, then click the Categories tab at the top of the page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"179\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-185.png\" alt=\"\" class=\"wp-image-695\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-185.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-185-300x55.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-185-768x141.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-219ba957fadfc1dff73eedcc9b71b21d\" style=\"font-size:15px\">Step 2 . Click the \u201c<strong>New Category<\/strong>\u201d button at the upper left of the page. A form will appear where you can enter the Category Name, select the Category Type, and choose a Parent Category (if applicable).<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-fd922cb3df1336acb79bb95cc7e4918d\" style=\"font-size:15px\"><strong>Category Type:<\/strong> determines how the expense is classified in your records (e.g., \u201cExpenses,\u201d \u201cOther Expense,\u201d etc.).<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-fd37dd08e7cf9e75203521006ff567fa\" style=\"font-size:15px\"><strong>Parent Category<\/strong> allows you to organize subcategories under a main category (for example, \u201cTravel\u201d as a main category and \u201cTravel Meals\u201d as a subcategory).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"937\" height=\"1024\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-186-937x1024.png\" alt=\"\" class=\"wp-image-696\" style=\"width:402px;height:auto\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-186-937x1024.png 937w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-186-275x300.png 275w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-186-768x839.png 768w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-186.png 975w\" sizes=\"auto, (max-width: 937px) 100vw, 937px\" \/><\/figure>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-f6644053e4c8dca97897155836df06c8\" style=\"font-size:15px\">Step 3. From the Categories list, click \u201c<strong>Edit\u201d<\/strong> under the Action column if there is&nbsp; a need to modify or update the category.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"321\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-187.png\" alt=\"\" class=\"wp-image-698\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-187.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-187-300x99.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-187-768x253.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-4ce7627455dbab2d8071105db9fc8a5b\" style=\"font-size:15px\">Step 4. Use the \u201c<strong>Import Categories<\/strong>\u201d button to upload a file containing multiple expense categories for faster setup.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"177\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-188.png\" alt=\"\" class=\"wp-image-697\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-188.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-188-300x54.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-188-768x139.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:23px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-b659895d0e7267ba5bdfad93b1cadd20\" style=\"font-size:15px\">You can also watch the demo here\u00a0<a href=\"https:\/\/fogo365.com\/index.php\/2026\/02\/09\/demo-on-how-to-create-new-expense-category-in-the-fogo-system\/\"><strong><span style=\"text-decoration: underline;\">Demo on How to create New expense category in the Fogo System<\/span><\/strong><\/a><\/p>\n\n\n\n<div style=\"height:37px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color has-small-font-size wp-elements-782109b26a1cb48d764e3307469b28ab\"><em>Need a demo or want to learn more? Email us at&nbsp;<strong><a href=\"mailto:contact@fogo365.com\">contact@fogo365.com<\/a><\/strong>.<\/em><\/p>\n<\/blockquote>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Expense Category feature in the Fogo System helps o [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,61,48,67,52],"tags":[],"class_list":["post-693","post","type-post","status-publish","format-standard","hentry","category-account-and-settings","category-clinic-and-staff-management","category-finances","category-payments","category-reports"],"_links":{"self":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/693","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/comments?post=693"}],"version-history":[{"count":4,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/693\/revisions"}],"predecessor-version":[{"id":1461,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/693\/revisions\/1461"}],"wp:attachment":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/media?parent=693"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/categories?post=693"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/tags?post=693"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}