NEW: You can now create reports instantly in chat! Just type "Create a report" or "Create report for May" and I'll walk you through it step by step.
You have two main options in the Report Wizard:
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Report by Date Range — Select a start and end date to pull all unassigned expenses from that period. Your expenses are automatically summarized by category in a separate tab — no extra steps needed. Great for monthly or quarterly reports.
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Report by Tag — Select a tag (like "Las Vegas Trip" or "Client: Johnson & Co") to pull all expenses with that tag, regardless of date. Perfect for trip reimbursements or client billing.
Note: expenses already in another report won't be included. If you need to reassign them, delete the old report first — those expenses return to the available pool.
Running a year-specific report: The date range picker includes quick presets for the current and prior years (e.g. "2025", "2026"). Select one to pull all unassigned expenses from that calendar year into a report.
Why are some expenses missing? Create Report is designed for reimbursement and submission workflows — each expense can only be in one report at a time, so you never accidentally double-submit. If you need every expense for the year (including ones already in other reports), use the Year-end report in Settings instead.
Year-end report is different: it includes every expense for that year (even those already in other reports), with each category summarized on its own tab. It does not mark any expenses as used and does not affect your master spreadsheet.