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Summary of Expenses & Other Expense Reports

The Summary of Expenses report shows expenses, income, and other tracked units (such as mileage) for a selected period. Results are grouped by category with totals provided for each. For an itemized view, use the Detailed Expense Listing report, located in Expenses.

Print Options:

From Reports: Located under Reports, together with other reports suggested for tax purposes.

From Expenses: Located under Expenses, along with other report formats such as detailed expenses.


Print from Reports

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From the Business Tools menu, select Reports.

  1. Under the Tax section, select the Summary of Expenses report, then click Print Print (or double-click on the report).
  2. Enter the date range to print, then click OK.
  3. From the preview window, click the print button Print to print (or export button Export to export as a pdf).

Summary of Expenses Report

Summary of Expenses

Print from Expenses

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

Print Reports

Summary of Expenses: This report lists totals for each category that has entries in the specified timeframe, and is the same report found under the Tax section in Reports. Summary of Expenses by Category

Detailed Expense Listing: This report lists each detailed entry by category in the specified timeframe.  Detailed Expense Listing

Summary of Expenses by Month: This report lists monthly totals for each category that has entries in the specified timeframe.  Summary by Month


Additional Information:

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