can't figure out how to have all expenses automatically added to yearly report

gnpb
gnpb Expensify Customer Posts: 5 Expensify Newcomer

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

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  • gnpb
    gnpb Expensify Customer Posts: 5 Expensify Newcomer
    Answer ✓

    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.

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