Summary of Expenses by Month

The Summary of Expenses by Month allows you to print (or export) a summary of expense entries for each category by month for any given year. The report includes the Expense Category with totals for each month, the yearly total for each category, and a combined total of all expenses. Alternatively, to view detailed expenses, select Details by Category to print the Detailed Expense Listing report.

1. From the main toolbar, select  Expenses (or from the Business Tools menu, select Expenses).
2. From the toolbar, click , then select Summary by Month from the drop-down options listed.
3. From the Tax Year form, enter the applicable year (defaults to the current year and will show the Date Range to be included), then click   OK  .
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