Knowledge Base Getting Started Frequently Asked Questions

How to use the Spending Categories report

This article explains how to use the Spending Categories report in FreeAgent. The report shows where you're spending your money and includes your categorised bills, expenses and bank transactions. 

1 Navigate to Accounting > Reports

Navigate to the ‘Accounting’ tab at the top of your screen and select ‘Reports’ from the drop-down menu.


2 Select Spending Categories

In the ‘Breakdown’ section, select ‘Spending Categories’.


View the report



By clicking on the period drop-down menu, you can view this report in two different ways:


Monthly - This breaks down the totals for each individual month over the selected accounting year.

Yearly - This view shows your total annual spending by category, for up to three accounting years.

Sort by column

You can also click on the top row of any column, to sort that column in an ascending or descending manner, depending on whether the arrow is pointing up (ascending) or down (descending).

Here we can see that the category we spent most of our money on in August 2020 was 'Travel'.


Export your report

Simply select the green 'Export your report' button to download the selected report as a CSV file. Once downloaded, the file can be viewed and manipulated easily in your chosen spreadsheet software.


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