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Expense Reports

Understand where your money goes with detailed expense reports.

Accessing Reports​

Go to Reports → Expenses or Spending.

Available Reports​

Expenses by Category​

See spending breakdown by category:

  • Which categories cost the most
  • Percentage of total expenses
  • Comparison over time

Expenses by Date​

Track spending over time:

  • Daily, weekly, monthly, yearly views
  • Spot trends and patterns
  • Compare periods

Expenses by Vendor​

See who you're paying most:

  • Top vendors by amount
  • Payment history per vendor
  • Identify cost-saving opportunities

Expense Summary​

Overview at a glance:

  • Total expenses this period
  • Comparison to previous period
  • Top categories

Filtering Reports​

Narrow down your view:

  • Date range - Specific period
  • Category - One or more categories
  • Vendor - Specific payee
  • Payment method - How expenses were paid

Exporting Reports​

Download for accounting or analysis:

  1. Generate the report
  2. Click Export or Download
  3. Choose format (PDF, CSV, Excel)

Using Reports​

For Budgeting​

  • Compare actual vs. planned spending
  • Identify over-budget categories
  • Adjust future budgets

For Tax Preparation​

  • Summarize deductible expenses
  • Export for your accountant
  • Attach to tax filings

For Decision Making​

  • Find areas to cut costs
  • Negotiate with vendors (show volume)
  • Plan for growth

Scheduled Reports​

Set up automatic report delivery:

  1. Go to report settings
  2. Choose frequency (weekly, monthly)
  3. Select recipients
  4. Reports email automatically

Tips​

  • Review expense reports monthly at minimum
  • Compare to same period last year
  • Look for unexpected spikes
  • Share with your accountant regularly