Freelance Contractor trying to manage job spending

[fehegner]

Hi, you might be able to use “Tags” in your transaction sheet along with the Tags Report to get what you are looking for. Click on the link below for more information on the report itself and on setting it up.

Docs: Tags Report for Transaction Tagging

Overview Tags are a great way to organize your financial data. You can easily add the Tags Report sheet with a few manual steps. [tags-report-sept2019] The Tags Report: Lists the tags you’re using on your Transactions sheet. Shows you the sum amount for transactions that use that tag. Gives a total count of the transactions using that tag. Offers a tag dropdown to show you transaction details for a specific tag. Provides a summary of the categories where that tag is used for a transaction…

Fred