Sorting Expenses in the Expense Tracker

Learn How to Sort Expenses in the Expense Tracker by Date, by Account, by Vendor & by Category.

Sorting Expenses in the Expense Tracker

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Learn How to Sort Expenses in the Expense Tracker by Date, by Account, by Vendor & by Category.

Video Transcript

When the expenses start to pile up in the Expense Tracker, you can use our Sort functionality to help find expenses and sort expenses by Date, by Account, by Vendor or by Category.

The Sort by Date option allows you to sort your expenses by Date from Newest to Oldest or Oldest to Newest.  

The Sort by Account option sorts your Expenses by your Accounts such as your Bank Accounts, Checking Accounts & Credit Card Accounts that are used to pay for your Expenses.  So for example, if you want to see all of the Expenses spent on your Chase Credit card, select Chase Credit Card in the dropdown menu which will automatically show all expenses on your Chase Credit Card.

The Sort by Vendor option sorts you Expenses by your Vendors or Suppliers, so you could sort the Expenses to show all of your receipts at Home Depot or sort your Expenses to see all of your Invoices paid to a certain contractor on the project.

The final sort option allows you to sort your expense by Category, so your Purchase Expenses, your Buying, Holding & Selling Expenses & your Repair Category Expenses, so if you want to see all of your holding costs or loan payments, or how much you spent on Electrical, you can quickly sort the Expense Tracker to see your expense for those particular categories.

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