View expenses by category

How to see all your expenses by category.

PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

Please follow the steps below:

1) Click "Reports" from your Navigation bar

2) Select "Expenses" and then "Expenses by Category".

What happens now?

You'll see a report sorting all expenses in your account by category.

To create your own categories, follow these steps:

1) Open a new expense.

2) In the expense, scroll down and click on the "Category" field.
3) Click "Manage Categories".

4) Click "Add New Category".
5) Type in the name of your new expense category.
6) Click "Save.

What happens now?

Now you'll be able to use your new category when creating expenses, and run reports based on that custom made category here.

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