Last year i was able to list and total expenses by category for Tax purposes. Can't figure out how
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GaryW3438
Expensify Customer Posts: 1 Expensify Newcomer
in Day to Day
How do i list expenses by category and total them
Answers
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsHi @GaryW3438 - thanks for posting! If you navigate to your Expenses page and adjust your filters, then switch to the graphical view, you can see your category breakdowns. (Below)
If you're running into trouble with this, let us know!
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I can't see that view. Is it because I only have one report, or my company has limited it, or I'm not an administrator?
Thanks,
edit: I was on the wrong page. Got it. thanks.
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptions
Hi @Melina, thanks for posting here and sharing your update. I'm glad you were able to get this working on your own, and I've updated the screenshot above to show the current Expenses page setup.
Take care!
