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