Neat for Mac allows you to customize the data that is presented in Expense and Tax reports. Learn how to edit the categories displayed in reports created in Neat for Mac.
Click the Report button.
You will notice that whatever categories are listed when you view a folder, will also be the only categories that you see in your report.
To remove a category from this report, right click, or hold down the command key and click on the category you want to remove. A small window will open and at the very top of this window your will see Remove. Select remove and the category will be removed from the list and from your report.
To add a category to this report, find and click on the two green arrows to the far right of your listed files. Another small window will open and will list different types of ‘fields’. Choose Receipt Fields.
Another small window will open and will show a list of available receipt fields. Choose the field you want in your report and select it. You will then see that category added to your list view and to your report. In this example we chose Sales Tax.
Notice that whatever categories are listed when you view a folder, will also be the only categories that you see in your report.