How to create a comprehensive Expense Report:

To create a Report of all your currently listed expenses, click on Income on the left-hand menu. Click on Reports in the top menu under Expenses. 

Select Expense Report from the drop-down menu. 

You'll be redirected to Reports. All Reports will show up here after they are created.

Click on the blue title Expense Report in the Report column and choose from the drop-down menu to either View, Download, Copy URL, or Share.

How to filter expenses and create a specialized Expense Report:

To create a Report of certain expenses, click on Income in the left-hand menu. 

Click on Filter in the top menu under Revenue and Expenses. From the menu, you can filter expenses based on type of payment, expense category, revenue category, payee/payer, and Start Date to End Date.

Once you have filtered your expenses, select Expense Report from the Reports drop-down menu. 

You'll be redirected to Reports. All Reports will show up here after they are created.

Click on the blue title Expense Report in the Report column and choose from the drop-down menu to either View, Download, Copy URL, or Share.

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