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How do I group my receipts by category and show yearly totals for that category?

PartyPatrol108PartyPatrol108 Expensify Customer Posts: 2

How do I group my receipts by category and show yearly totals for that category?

Answers

  • Zany RenneyZany Renney Expensify Customer, Expensify Team Posts: 51 Expensify Team

    Hey @PartyPatrol108

    When you say "receipts", I assume you are meaning Expenses?

    To group your Expenses by Category, head to "Expenses" in your Expensify Account.

    Select the PieChart that looks like this!

    Next, adjust the date range to your desired period, I've shown an example of 2019-02-01 to 2020-12-31. Scroll down beyond the pie chart to see a breakdown of the totals spent in each category, or look at the holistic totals in the visual.

    You can also hover over the chart to view the numerical data.

    I hope this clarified your ask - feel free to reach back out if you have any more questions!

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