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Sorting & exporting expenses by category

msarre

Hi friends! I’d find it super helpful in Solo to be able to view and sort my expenses by category, as well as export all the receipts grouped under a certain category. I’m currently acquitting a grant where I need access to all of the receipts for a particular project and going through my expenses and selecting them individually is a soul-crushing process. 😅

Status: New

Comments

Danielle-Solo

Hey @msarre that sounds like a super helpful idea!

Help us get this right for you — where would you want this to live? 😉

A standalone report?
A view inside your Transaction List report?
Or just a smarter way to slice things in your Money Out tab?

Until the team work their magic, here's a quick workaround to keep you moving:

Head to More > Reports > Transaction List, pick your date range and export to Excel. A bit of spreadsheet wizardry later and you can sort your data to track down exactly the expenses you're looking for — which should make finding them in Solo a whole lot quicker too. 💪

RJHA

If I have accidentally allocated a transaction to the wrong category, it is very difficult to change it unless I know exactly what the name of the transaction was. It would be helpful to search by category name, or be able to access each category to see which transactions have been allocated, so it can easily be changed. Currently, the app only lets you search via the bank account list and the search bar is terrible. Even if I search by transaction date, or value of the transaction (eg: $128.00) it rarely works.

Is there another way?

alisona21

I have a similar question. Accidentally created 2 categories for the same thing, am trying to delete one of them and it won't let me as there's already an expense/s already allocated to that category. I then cannot locate that specific transaction.

Sigrid-Solo

Hey @RJHA and @alisona21

I've taken the liberty of moving your comments to this idea post and added your votes for maximum impact! Our product team snoops on the Idea section, so this makes sure your feedback gets seen by the right people 😄

Sounds like you're in the same pickle, just in slightly different flavours!

Just to make sure I've got the full picture:

@RJHA You that you have categorised a transaction to the wrong category, but you're not able to find which one it is, as you often have multiple transactions for the same amount.

@alisona21 You've got two categories with the exact same name, and you need to delete one of them, but in the sea of transactions, you can't pinpoint the transactions you need to edit to delete the spare category?

And the dream solution for you both would be to expand the search function to things like category, amount, description, etc. OR even be able to tap a category and see all transactions associated with that category.

Or perhaps an entirely different dream solution that I haven't even thought of? If so, please spill the beans! We want to hear it all!

Now on to what you can do right now: First off, you're right. With the current search function, you wouldn't be able to bring up all transactions under a certain category quickly.

But I think the Transaction list report might be our workaround:

On the Transaction list report, you can see all transactions broken down by category, including the amount and date that the transaction took place on. This should help you narrow down which transaction is the culprit, then hop on to the transaction list in the app, scroll to the applicable date, and edit the transaction.

Now, if my workaround doesn't do the trick in your situation, or if you still need a hand with how to tackle this, you can always flick us a message in the app: More -> Chat with us 😄