Categories and Tags serve different purposes:
Categories (Column C) are your G/L accounts — like "Meals & Entertainment", "Travel", or "Office Supplies". AI assigns these automatically when processing a receipt based on your chart of accounts. You can customize available categories in Settings.
Tags (Column K) are user-defined groupings that cut across categories — like "Las Vegas Trip", "Project: Website Redesign", or "Client: Johnson & Co". A single tag might include meals, flights, hotels, and Uber rides.
Key differences: • Categories = auto-assigned by AI, one per expense, matches your accounting system • Tags = user-defined, for grouping expenses by trip/client/project across all categories
How reports use each: • Report by Date Range — Pulls expenses from a date period, automatically summarizes by category in a separate tab. No extra steps needed. • Report by Tag — Pulls all expenses with a specific tag (across all categories and dates). • Year-End Report — Includes every expense for the year (even those already in other reports), with each category summarized on its own tab.
Tip: AI auto-suggests trip-based tags overnight (e.g. it detects Vegas expenses and suggests "Las Vegas Trip"). For project or client tags, add them in Settings > Tags and assign them in the spreadsheet's Tag column.