The Summary of Expenses by Month report shows a month‑by‑month breakdown of your expenses for the year. It lists each expense category with totals for every month, plus a yearly total and an overall total for all expenses. This report is helpful when you want a simple overview of how your spending changes throughout the year.
From the main toolbar, select
Expenses (or from the Business Tools menu, select Expenses).
- From the toolbar, click the print button
, then select Summary by Month from the drop-down options listed. - 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.
- From the preview window, click
to print (or
to export as a pdf).
Alternatively, to view detailed expenses, select Details by Category to print the Detailed Expense Listing report.

