Filter Expenses by Category

Follow the steps below to filter and show entries for a specific Expense Category. 

1. From the sidebar navigation, clickBusiness Tools, then Expenses.
2. From the Expenses toolbar click, then select Filter.
3. By default, applicable entries for the current year will be shown. To select a different range, from the Date Range drop-down, select one of the quick range options (or choose Custom to enter a Start and End Date, then click OK).
4. From the Category drop-down, search and select the applicable category.
5. To preview, from the toolbar, click and select Print List.
6. From the print preview form, click to print, or if using a mobile device, click to export and download as another file type such as PDF.
7. When finished, to clear any filters that may be set, click , then select Clear Filter.

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Additional Information:

• Expenses Overview
• Find and Edit or Delete an Expense Entry
• Filter Expenses by Date Range
• Create, Edit, or Delete Recurring Expenses
• Close Year-End & Run Tax Reports