Exporting Reports Grouped by Tag

ConradR

I am an individual using Expensify, so I dont have or need a group account.

This means I dont have the Expensify default options for report export and have to create personal custom variations.

I wanted to export a report grouped by tag but there is no option like that with my account.

Is there a way to create a personal custom export that could group the expenses by tag?

Conor Pendergrast

@ConradR Hey Conrad, welcome! That's not an option that's available at the moment within a free account (but is an export template that comes as part of our paid Group policies).

An option here would be to export out your expenses with the tags, and then use a spreadsheet editor like Numbers, Google Sheets or Excel to create a PivotTable that groups expenses by tag

ConradR

That's disappointing, because it is a little bit of a workaround and it would be so useful to have it.

But I have a free account so I guess I can't really complain.

Thanks for the answer.