---
title: "Como cadastrar uma nova categoria?"
description: "Cadastrando uma nova categoria"
url: https://ajuda.sensio.com.br/pt-br/articles/13240798-como-cadastrar-uma-nova-categoria
collection: "Categorias financeiras"
updated: 2026-05-06
language: pt-br
---

# Como cadastrar uma nova categoria?

Cadastrando uma nova categoria

Na tela de categorias, clique em **Cadastrar nova categoria** e preencha os campos principais.

<table data-id="3de0b2ac-3406-4b06-8703-18f8893cbf50" style="min-width: 75px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="52afe329-df9f-4f8f-8dfc-07f614e6e2c7"><strong>Campo</strong></p></td><td colspan="1" rowspan="1"><p data-id="b24d7041-8013-4457-80c0-e3d817bdeda8"><strong>Para que serve</strong></p></td><td colspan="1" rowspan="1"><p data-id="7b360635-e50a-474d-9879-1c3fde3ebd36"><strong>Observações</strong></p></td></tr><tr><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="09bd221a-97ed-4bf8-9a8d-e4a26de7c879"><strong>Nome da Categoria</strong></p></td><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="51ee84c4-eb01-4a53-8067-40fec8a8b8b8">identifica a categoria no lançamento e nos relatórios</p></td><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="64fd2168-57fd-49aa-83ad-64455ba929f9">o sistema não aceita categoria duplicada na mesma empresa</p></td></tr><tr><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="00507dc3-40fc-48e1-87fc-70dc836ec6b9"><strong>Tipo</strong></p></td><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="6676ff54-a596-4c84-a20b-5adba22d0402">define se a categoria será usada para receita ou despesa</p></td><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="9da160e2-924e-4604-97a5-bd2139ff8cae">as opções são <strong>Receita</strong> e <strong>Despesa/Custo</strong></p></td></tr><tr><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="24bf0a0b-2981-4159-ab41-87a09e7947a0"><strong>Grupo de DRE</strong></p></td><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="e0502cab-8b1e-44d8-9cd8-41eb09250364">define em qual grupo do DRE a categoria vai aparecer</p></td><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="09912ccc-32af-44ae-be9f-bacbe83e4a88">se não preencher, a categoria não entra no DRE</p></td></tr><tr><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="bebfc171-7df8-48a5-8e5a-42bab1fb499e"><strong>Plano de Contas</strong></p></td><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="e4e167dc-5d84-4ed1-8be3-90e0a778f44f">vincula a categoria a uma conta gerencial/contábil</p></td><td colspan="1" rowspan="1" style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246 / .5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; border: 1px solid rgb(214, 214, 214); padding: 6px 13px;"><p data-id="3e7fbd33-2993-45cf-96ed-aeb9a8375cc7">só é permitido vincular a contas finais, sem subcontas</p></td></tr></tbody></table>

Além disso, a tela permite marcar a categoria como padrão para alguns fluxos.

Para categorias do tipo **Receita**, é possível definir como padrão para:

-   vendas;
    
-   lançamentos **a receber**;
    
-   NF-es.
    

Para categorias do tipo **Despesa/Custo**, é possível definir como padrão para:

-   compras;
    
-   lançamentos **a pagar**;
    
-   NF-es.
    

Também é possível cadastrar uma nova categoria direto na tela de incluir um lançamento financeiro, em Financeiro > Incluir lançamento.