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 Categorize Separate, track and tag expenses across different spending categories for better analysis. Automatic Categorization Spending is automatically grouped into business relevant categories so you can create reports quickly Custom Tagging Create personal tags for transactions to help track your spending by category, client or job Customize View spending the way you want, by time period, Cardmember, merchant, category or custom tags you create. Account Viewing Options See all of your OPEN accounts in a single view or look at each account's spending individually Smart Sorting Sort and filter your transactions by dollar amount, transaction type (credits, payments), category or your tags for a clearer view of your expenses Additional Cardmembers Break out account or business spending by each Cardmember Report Convert reports into useful graphs for analysis of spending and download data into compatible software. Graphing Turn your reports or views into useful graphs for easy analysis of spending trends Downloading Download up to 24 months of data directly to EXCEL or PDF, or up to six months of data to QuickBooks or other supported software | |
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