Detailed Expense Listing

The Detailed Expense Listing report provides an itemized view of all entries for the selected date range, listing each transaction individually by category rather than as monthly totals. This format offers a breakdown of every recorded expense—including payee, memo, date, amount, and category—for more precise review or documentation needs.

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

1. From the toolbar, click the print button , then select Details by Category from the drop-down options listed.
2. From the Date Range dialog, enter a date range or click Quick Dates and select from the options listed, then click OK.
3. If necessary, using the Filter sidebar, adjust the filter criteria from the Start Date, End Date, Categories, Payee, or Memo, then click Submit.
4. From the preview window, click to print (or to export as a pdf).

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Additional Information:

• Close Year-End & Run Tax Reports
• Year-End: Expenses
• Handle Demos, Donations, or Expired Product