How do I save custom views when managing expenses?

Stephanie Boukhari
2026-03-31T20:46:37Z

Instantly save and re-run your tailored transaction data at any time, complete with your selected filters and fields. Ideal for reconciling separate projects or departments on a regular basis.

1. Start by customising your transaction data to your specific requirements.

2. Then, click ‘Start view’ in the top-right of the screen.

3. Select ‘Save view’ from the dropdown menu.

4. Enter a name for your report and click ‘Save’.

You can save as many views as needed and access them from this dropdown at any time.