How to Sort Expenses by Date, Vendor, or Amount
Learn how to use the column header sort controls in the AskBiz Expenses tab to reorder your expense list by date, vendor name, or amount in ascending or descending order.
Key Takeaways
- Tap a column header in the expense list to sort by that column — tap again to reverse the order.
- The default sort is by date descending, showing the most recent expense first.
- Sorting by amount descending is a quick way to identify your largest single expenses.
The Default Sort Order
When you open the Expenses tab, the expense list is sorted by date descending — the most recently recorded expense appears at the top of the list and older entries appear further down. This default order is the most useful for day-to-day use because you can instantly see your latest transactions without scrolling. A small downward arrow icon next to the Date column header indicates the current active sort direction.
Sorting by Date
The Date column header is the first column in the expense list. To sort from oldest to newest (ascending date order), tap the Date column header once. The arrow icon next to the header changes to point upward, and the list reorders so the oldest expense is at the top. This is useful when you want to review expenses chronologically from the beginning of a period. To return to newest-first (descending), tap the Date header again. The arrow flips downward and the list reverts to the default order.
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Start for free →Sorting by Vendor
Tap the Vendor column header to sort the list alphabetically by vendor name in ascending order (A to Z). The active column header highlights to indicate it is the current sort key. Tap the Vendor header again to reverse the order to Z to A. Alphabetical sorting is useful when you want to group all expenses from a single vendor together — for example, to add up all Slack invoices across a quarter without using the search bar.
Sorting by Amount
Tap the Amount column header to sort the list from smallest to largest amount (ascending). Tap again to sort from largest to smallest (descending). Sorting by amount descending is one of the fastest ways to identify where large one-off costs occurred. If your cash balance dropped unexpectedly in a given month, sort by amount to see the biggest outlays at a glance. This sort order also makes it easy to spot duplicate entries — two expenses for the same amount from the same vendor on similar dates stand out immediately when the list is amount-sorted.