They serve different purposes:
Create Report (Report Wizard) is for reimbursement and submission. Each expense can only appear in one report — this prevents double-submitting the same receipt. Once an expense is in a report, it's marked as used and won't appear in future reports. Use this when you need to submit expenses to an employer, client, or accountant.
Year-End Report (Settings → Year-End Report) is your complete picture for the year. It includes every expense — even ones already in other reports — and doesn't mark anything as used. Use this for tax preparation, annual reviews, or handing your full year to an accountant.
| Create Report | Year-End Report | |
|---|---|---|
| Purpose | Reimbursement / submission | Tax prep / annual overview |
| Includes | Only unassigned expenses | Every expense for the year |
| Marks as used? | Yes | No |
| Found in | Report Wizard | Settings |