msarre's avatar
msarre
Member
4 days ago
Status:
New

Sorting & exporting expenses by category

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. 😅

1 Comment

  • 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. 💪