Overview
The Create Expense Category endpoint allows you to create new custom expense categories for your firm. You can create both root-level categories and subcategories under existing parent categories. Note: You can only create custom categories - system default categories are pre-defined and cannot be created via the API.Request Body
The name of the expense category (must be unique within your firm)
Parent category ID. Use
0
for root-level categories, or specify an existing category ID to create a subcategory.Whether the category should be visible and available for use when creating expenses.
Hierarchy Rules
- Maximum Depth: Categories can only be 2 levels deep (category → subcategory)
- Parent Validation: Parent categories must exist and belong to your firm
- Subcategory Limitation: You cannot create subcategories under existing subcategories
- Circular Reference: A category cannot be its own parent
Response
The created expense category object
Success message confirming the category creation
Validation Rules
- Name: Required, must be non-empty after trimming
- Parent Category: Must exist and belong to your firm (if specified)
- Hierarchy: Cannot create subcategories under existing subcategories
- Permissions: Requires write permissions for your firm
Authorizations
Use your API key (sk_live_xxx or sk_test_xxx)
Body
application/json