I can't figure out how to have all expenses automatically added to yearly report. Just a seemingly simple thing to do but I can't find any instructions or premade personal schedule submit policy
I think I figured it out. I don't really use reports. I am using Expensify to track IRS and foreign government taxable expenses, so I have been adding all expenses to a report titled the year in which they were accrued, and then upon doing taxes I open that report and do a search and export for each category. some categories merge, for instance in Indonesia, utilities are a business expense, so I can search for all utilities and business and export those expenses, and get my total for that year.
@gnpb Yeah - can you give a little context on why that would help or what you're trying to do by adding all expenses to a single, yearly report? You can certainly create a report manually and add all expenses from a year to that, but Scheduled Submit doesn't support yearly reports by-design
Ah, you're using the Expenses page to filter by category? Yep, that does make sense. It's probably the direction I was going to suggest too, so good work on finding that!
©2008-2023 Expensify, Inc.
©The Expensify Visa® Commercial Card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may not be used at all merchants that accept Visa cards. Apple® and the Apple logo® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.