Entering Past Expenses

For the purpose of getting caught up, we do not recommend entering each itemized expense into Boulevard, rather entering the totals for each category by month. When finished, you'll have an accounting of your expense categories needed for year-end tax purposes on the Summary of Expenses report (as with anything tax-related, always keep your original documentation).

Step 1: Organizing Your Receipts

1. Begin by grouping the receipts by month.
2. When finished, sort each month into the applicable expense categories (you'll want to refer to your accountant).
3. Using a calculator, add each category for each month.

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Step 2: Creating Expense Entries

1. From the Business Tools menu, select Expenses. (or from the Reports - Tools group on the main toolbar, click  Expenses).
   
   Tip: To view a running list of the entries, from the Filter sidebar set the Date Range to include the corresponding month of the items being entered.
2. From the toolbar, click .
3. In the Pay To field, enter the category name that the expenses are being assigned.
4. In the Memo field, enter the Month Expenses (such as July Expenses).
5. From the Category field drop-down list, choose the appropriate category.
6. In the Date field, enter a date that falls within the month you are recording (such as 7/1/2022 for July 2022).
7. Enter the amount calculated from the steps above in the Amount field.
8. Click  Save & New  and repeat steps until finished with all expenses.

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Additional Information:

Tip: If any of the expenses to be entered are recurring, see Create, Edit, or Delete a Recurring Expense to enter all past entries at one time.

• Expense Reports
• Expenses