Categorize & Filter Your Expenses

To pull up particular expenses in Custody X Change, filter by category, date and/or outstanding repayments. Before you filter by category, you must categorize your expenses (see below).

Then, you can use the buttons at the top to print your expense report or export to PDF, Word or Excel. Use the report to invoice the other parent, or present it in mediation or court.

Categorizing

When you enter an expense, assign it to a category. This is optional but will help you stay organized. Each expense can only be assigned to one category.

Some categories are built-in. In "edit categories," you can customize further:

• Ideally, you'll split all expenses in a category the same way (e.g., 50/50). You can set a percentage split if you want the app to automatically suggest it for future expenses in the category.
• Add categories based on reasons you're likely to filter or print (like to see what you've spent on college applications). Don't make a category that you expect to use for only one expense. They're meant for grouping expenses.

Filtering

Which expenses you view

To filter what expenses you see, click "filters" at the top of your expenses overview. You can also search by keyword.

Which expenses you print

To filter what expenses you download or print, first click the print button ("reports") at the top of your expenses home page.

You can choose to see "all data" or only unreimbursed expenses ("unpaid"), which is great when a parent has not repaid expenses that are more than a month old.

Your other option is to filter by date range: "this month", "last month", or "custom report". "Last month" is ideal if you send the other parent a statement each month.

You can also choose to see expenses in one or more categories.