# Expense Categories (https://docs.carlio.app/docs/expenses/review-expenses-by-category)

Choose a period, read the cost cards and filter the expense table by category



The Expenses page summarizes spending for one period and lists the entries behind it.

## Requirements [#requirements]

The permission **Financial Records Access** is required.

## Steps [#steps]

1. Open **[Expenses](https://carlio.app/dashboard/finance/expenses)** in the **Finance** group of the sidebar.
2. Open the **Reporting period** menu and select **Last 7 Days**, **Last 30 Days**, **Last 90 Days** or **Last 12 Months**. The default is **Last 30 Days**.
3. Read the sentence under the title. It states the total spent in the period.
4. Read the cards **Direct Costs** and **Operating Costs**.
5. Open the **Category** menu above the table and tick one or more categories.
6. Select a column header to sort. The headers **Category**, **Date** and **Amount** sort the table.
7. Select **Clear** to remove the category filter.

## The total [#the-total]

The sentence under the title reads the amount followed by spent in the chosen period. The amount sums all money out in the period. The category filter does not change it.

The period selection applies to the Expenses page only. Each period covers whole days up to and including today.

## The cost cards [#the-cost-cards]

Each card lists the categories that have spending in the period. A row shows the category, the amount and a percentage. The percentage is the share of the category within the card.

Each card first shows one category. Select **Show all** followed by the number of categories to see the rest. Select **Show less** to fold the card.

The cards describe the whole period. The category filter does not change them.

## The table [#the-table]

The table lists the entries of the period that match the category filter. It shows 25 entries per page. **Previous** and **Next** appear when more than 25 entries match.

A bar at the bottom shows **Total Out**. It sums every matching entry on every page. The sum uses amounts in the dealership currency.

## Choose the columns [#choose-the-columns]

Select **Columns**. **Category** and **Amount** cannot be hidden.

| Column                      | Shown by default |
| --------------------------- | ---------------- |
| Date, Vehicle, Method, Note | Yes              |
| Reference                   | No               |

The choice is stored in the browser and applies to the Expenses page only.

## Notes [#notes]

* With no entries, the table shows **No Expenses Recorded**. With a category filter, it shows **No Matching Expenses**.
* The Expenses page has no search box and no custom date range. Use the Transactions page for both.