Entering Past Expenses

To streamline the catch-up process, we recommend entering the monthly totals for each expense category into Boulevard instead of itemizing every expense. This approach will provide you with a comprehensive Summary of Expenses report, which is essential for year-end tax preparation (Be sure to retain all original receipts and documents for tax purposes).

Step 1: Organizing Your Receipts

Tip: If any entries are recurring, you can exclude them from the steps below and instead simultaneously enter them as recurring entries. See Create, Edit, or Delete a Recurring Expense for detailed steps.

1. Begin by grouping the receipts by month.
2. When finished, sort each month into the applicable expense categories (you can refer to your accountant for help with this).
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 assigned to the expenses.
4. In the Memo field, enter the month the expenses occurred; for example, July 2023 ProPay Fees.
5. From the Category field drop-down list, choose the appropriate category.
6. If the same payment method was used for all entries, enter it in the Check # field; otherwise, leave it blank.
7. In the Date field, enter a date within the month you are recording (such as 7/1/2023 for the entire month of July).
8. Enter the amount calculated from the steps above in the Amount field.
9. Click  Save & New  and repeat the steps until you finish entering all expenses.

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Additional Information:

• Expense Reports
• Expenses