Create a Custom Expense Report

The Expenses form allows you to filter expense entries for any given date range and apply additional filters based on Payee, Amount, Check #, or Category. The report is sorted by date and includes a column that will indicate whether the entry is a Recurring or Split , Number (Check #), Date, Payee, and Amount for each entry shown on-screen with a total for all.

1. From the Business Tools menu, select Expenses (or from the Reports - Tools group on the main toolbar, click  Expenses).
2. Using the Filter sidebar, adjust the filter criteria using the Date Range, Payee, Amount, Check #, or Category filters.
3. From the toolbar, click , then select Preview from the drop-down options listed.
4. From the preview window, click  to print (or  to export as a pdf). View

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Additional Information:

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