The summary of your clients' totals for a given category is available in the bookkeeping tab but you might prefer to see it in a spreadsheet.

Here's how to get a spreadsheet with a category summary:

  1. Head to the Reports tab and click on the category summary.

  2. Select the date range that you want.

  3. Click export.

In the export you’ll see the total amount of transactions between the dates you’ve given for each category.

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