Monthly, Quarterly, Annual Reporting

Coco Expensify Customer Posts: 6 Expensify Newcomer

Is there a way to create customized report to show monthly, quarterly and or annual expenses by category?

Usually management would like to know the total spent on each category, i.e. travel, meals, etc. for a specific period of time for analysis / budget purpose.

Best Answer

  • Ben Fitz
    Ben Fitz Expensify Team Posts: 117 Expensify Team
    Answer ✓

    Hey @Coco! Great question, this is something a lot of Expensify users like to generate.

    We've recently added a Category Report export template to the Reports page. Simply use the filters to narrow down expenses by a specified period, select all of the expenses and then use the Export To button at the top of the page to select the category export.