Expense Categories, Payees & Filters

Expense Categories and Payees organize financial entries by grouping both income and expense transactions for accurate reporting and tax preparation. Filters in Expenses narrow the list by category, payee, date, or other criteria, making it easier to review entries and confirm that amounts are recorded in the correct groups.

Boulevard comes with predefined expense categories, all of which can be modified or removed except for Bank Charges and Postage. Boulevard automatically creates expense entries in those categories when recording fees for card payments or the shipping fees for inventory orders. Additional categories can be added based on your business's needs.

Options & Filters:

Add or Delete an Expense Category

Category fields

Edit or Delete a Payee

Filters

 From the main toolbar, select Expenses (or from the Business Tools menu, select Expenses).

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Add or Delete an Expense Category

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Important Note: Deleting or editing category names will unlink them from previously entered expense entries. To correct this, re-assign the expense entry to a different category or re-add the previous category name exactly as initially created.

1. From the expense toolbar, click the settings button and from the drop-down options listed, select Categories. View
2. To add a category, scroll to the bottom of the list and fill in all applicable fields using a new row.
3. To delete a category, select the row, then choose  Item Delete
4. When finished, click OK to accept and close the form.

Category fields

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• Name: The category label used when reports are generated
• Description: A short explanation of the types of entries
• Unit: Unit of measure (currency, miles, kilometers, etc.) 
• Type: Type of entry; expense or income
• Deductible % (Canada only): The percentage of GST that is deductible, if marked as claimable, on the expense entry (Enter the percentage amount of the GST that is deductible for each category to correctly reflect on the GST/HST Return for Registrants worksheet.)
• Business Tracking: The tracking category associated with the Business Tracking Register, also referred to as the BTR (set to <none> by default).

Category Suggestions

Name	Description	Unit	Type	Business Tracking
Advertising	Advertising & Promotion	$	Expense	<none>
Auto Ins.	Auto Insurance	$	Expense	<none>
Auto Lease	Auto Lease Payments	$	Expense	<none>
Auto Maint	Auto Main/Gas/Parking	$	Expense	<none>
Auto Mileage	Trip Log Mileage	miles	Expense	<none>
Bad Debt	Accounts Uncollectable	$	Expense	<none>
Bank Charges	Bank or Credit Card Fees	$	Expense	<none>
Charity	Charity Donations	$	Expense	<none>
Clothing	Clothing/Uniforms	$	Expense	<none>
Commissions	Commissions Earned	$	Income	<none>
Contract Labor	Contract Labor	$	Income	<none>
Education	Education & Research	$	Expense	<none>
Entertainment	Entertainment	$	Expense	<none>
Equipment	Business Equipment	$	Expense	<none>
Event Expenses	Event: Food/Clean-up, etc	$	Expense	<none>
Event Income	Event: Money Collected	$	Income	<none>
Expired/Lost	Expired/Lost/Damaged Product	$	Expense	<none>
Fee: Conference	Conference Fees	$	Expense	<none>
Fee: Legal/Prof	Legal & Professional Fees	$	Expense	<none>
Fee: Misc.	Misc Dues & Subscriptions	$	Expense	<none>
Furniture	Small Furniture	$	Expense	<none>
Gifts	Business Gifts Given	$	Expense	<none>
Insure: Health	Health Insurance	$	Expense	<none>
Insure: Product	Prod./Liability Insurance	$	Expense	<none>
Interest: Auto	Auto Loan Interest	$	Expense	<none>
Interest: Bus	Business Loan/CC Interest	$	Expense	<none>
Interest: Mort	Mortgage Interest	$	Expense	<none>
Internet	Internet	$	Expense	<none>
Meals: Local	Local Meals	$	Expense	<none>
Meals: Travel	Meals when Traveling	$	Expense	<none>
Miscellaneous	Ask Accountant/Misc Exp.	$	Expense	<none>
Phone: Home	Landline Phone	$	Expense	<none>
Phone: Mobile	Mobile Phone	$	Expense	<none>
Postage	Postage/Freight/Shipping	$	Expense	<none>
Product	Product Purchased	$	Expense	<none>
Prizes	Prizes Given	$	Expense	<none>
Real Estate Tax	Real Estate Taxes	$	Expense	<none>
Rent	Office Rent	$	Expense	<none>
Repairs: Home	Home Repairs/Cleaning	$	Expense	<none>
Repairs: Office	Office Repairs	$	Expense	<none>
Retirement	Retirement contribution	$	Expense	<none>
Sales Tax	Sales Tax	$	Expense	<none>
Supplies	Office/Business Supplies	$	Expense	<none>
Supplies (COG)	Supplies Cost of Goods	$	Expense	<none>
Trash	Trash Removal	$	Expense	<none>
Travel Expense	Travel & Transportation	$	Expense	<none>
Utilities	Utilities	$	Expense	<none>
Wages Paid	Wages Paid	$	Expense	<none>

Edit or Delete a Payee

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1. From the expense toolbar, click the settings button and from the drop-down options, select Payees.
2. To edit a payee, locate the payee from the list and make any necessary changes.
3. To delete a payee, select the row, then choose  Delete
4. When finished, click OK to accept and close the form. 

Tip: To add a payee, scroll to the bottom of the list, and using a new row, enter the new payee's name (Payees can also be added by typing directly in the Pay To field when creating a new expense entry).

Filters

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Expense entry information can be grouped and viewed using the following filters: Date Range (defaults to current year sorted in descending order), Payee, Amount, Check #, or Category.

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Additional Information:

Note:  Main Street cannot give tax advice, only general suggestions. Please seek advice from your tax professional on handling individual expenses and income.

• Detailed Expense Listing
• Expense Reports
• Add or Delete an Expense Entry
• Find and Edit an Expense Entry
• Tracking Mileage in Expenses
• Handle Demos, Donations, or Expired/Product Loss
• Record a Bad Debt or Account Unrecoverable
• Close Year-End & Run Tax Reports