Task: Tag all transactions in the Groceries, Rent, and Utilities & Bills categories as Essential. Tag all transactions in the Dining Out, Entertainment, and Shopping categories as Discretionary. Then calculate the total amount spent on Essential transactions and on Discretionary transactions between the two first months of 2026. Report the totals in the format: Essential: C$X,XXX.XX; Discretionary: C$X,XXX.XX.
Previous task: Tag all transactions in the Groceries, Rent, and Utilities & Bills categories as Essential. Tag all transactions in the Dining Out, Entertainment, and Shopping categories as Discretionary. Then calculate the total amount spent on Essential transactions and on Discretionary transactions between January 1 and February 28, 2026 (inclusive). Report the totals in the format: Essential: C$X,XXX.XX; Discretionary: C$X,XXX.XX.
Note: Open Firefly and create two new tags named Essential and Discretionary if they do not already exist. Apply the Essential tag to every transaction whose category is Groceries, Rent, or Utilities & Bills. Apply the Discretionary tag to every transaction whose category is Dining Out, Entertainment, or Shopping. Then sum the amounts of all Essential-tagged transactions dated between January 1 and February 28, 2026 (inclusive), and separately sum the amounts of all Discretionary-tagged transactions in the same date range.
Reference answer: Essential: C$4,169.41; Discretionary: C$563.99.