Articles in this section

Summary of Expenses by Month

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

  1. From the toolbar, click the print button Print, then select Summary by Month from the drop-down options listed.
  2. 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.
  3. From the preview window, click Print to print (or Export to export as a pdf).

Alternatively, to view detailed expenses, select Details by Category to print the Detailed Expense Listing report.

Summary of Expenses by Month

Summary by Month


Additional Information:

More Resources

  • Billing Account

    Sign in to your billing account to access invoices, make changes to your subscription and more

  • Live Support

    9 am - 5 pm PT Monday to Friday

  • Events

    Watch recent replays and register for upcoming webinars

  • Videos

    For how-to videos visit our Boulevard software channel on Vimeo