How do I create an expense report?

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:

1. Report by Date Range — Select a start and end date to pull unassigned expenses from that period. Business accounts start with the Personal Tag and Personal expense category excluded — both shown as editable chips, so you can put Personal back if you want it (it then appears separately as "Personal - not claimed"). Personal-mode accounts start with Personal included. Expenses are automatically summarized by category in a separate tab. Great for monthly or quarterly reports.

2. 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 that calendar year's unassigned expenses into a report (the same editable Personal exclusions apply).

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.

See How does the Review Expenses screen relate to my Google Sheet for how "already in another report" is actually tracked on your sheet, and how deleting a report reverses it.

You can also just ask for it

If you've connected ExpenseBot to Claude, ChatGPT, Cursor or another AI assistant, you can describe the report instead of building it — "Create a report for my Mexico trip, but leave out personal expenses." ExpenseBot works out the criteria, shows you the matching expenses and the personal ones it plans to exclude, waits for you to confirm, then creates the report from exactly what you approved. Same report, same rules, fewer clicks. See Can I just ask for a report by trip, client, or project.