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Harvest Expenses by Category

The Expenses by Category metric displays how much money has been spent in various categories such as utilities, travel, or office supplies over a specific period of time.

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Expenses by Category 2.190,879 Start tracking this metric
  • About
  • Tech details
What is "Expenses by Category"?
The Expenses by Category metric is a financial analysis tool in Harvest that categorizes and summarizes business expenses for a specific period. It provides detailed insights into how money is being spent across various expense categories, such as office supplies, travel, or marketing. This data helps businesses to identify areas of overspending, track budget utilization, and plan for future expenses. The report enables decision-makers to make informed financial decisions by identifying trends, assessing cash flow, and forecasting future expenses.
Example: Example use case: A business owner wants to track how much money they are spending on marketing expenses versus office expenses in order to make informed budgeting decisions.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Expenses by Category in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Expenses by Category using Databox, follow these steps:

  1. 1
    Connect Harvest that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Expenses by Category on the Performance screen
  6. 6
    Get Expenses by Category performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Expenses by Category
Harvest integration with Databox Track Expenses by Category from Harvest in Databox GET STARTED

Basics

  • Description
    The Expenses by Category metric displays how much money has been spent in various categories such as utilities, travel, or office supplies over a specific period of time.
  • Category
    Project Management
  • Subcategory
    Expenses
  • Default Format
    PrefixCurrency
  • Cumulative Support
    Yes
  • Units
    Yes
  • Granularities
    daily, weekly, monthly, yearly, quarterly, allTime
  • Favorable Trend
    decreasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
  • API Endpoint
    https://api.harvestapp.com/v2/expenses

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