Expense Categories
Boulevard comes with predefined categories in expenses, all of which can be modified or removed except for Bank Charges and Postage.
By default, Boulevard uses the Bank Charges category when creating an expense entry for the fees associated with credit card transactions (See Preferences: Plug-ins tab for more information). If the option has been selected, the Postage category is used when creating an expense for shipping on a product order once received into inventory. This category can also be used for other shipping, freight, or postage expenses. Additional categories can be added based on the needs of your business.
Access Expense Categories, from the sidebar navigation by selecting
Business Tools, then Expenses. From the toolbar, click
and then select Expense Category from the drop-down.
- From the toolbar in the Expense Category pop-up, click
then enter the Name, Description, Unit, Deductible %*, and Type. When finished, the category will automatically be saved and stored alphabetically within the list.
- Name: The category label used when reports are created
- Description: A short explanation of the types of entries
- Unit: Unit of measure or way to group (currency, miles, km, etc.)
- Deductible %*: The percentage of GST that is deductible, if marked as claimable, on the expense entry
- Type: Type of category; Expense or Income
* Applicable to Canada only.
- From the Expense Category pop-up, locate and change the information in the Name field.
- Click outside of the field to save, then if the category has been previously used, Boulevard will prompt you to confirm and update any previous entries with the name change by selecting YES. Or, select NO to keep the name unchanged for previous entries. If No is selected, reports will retain the original category assigned.
- From the Expense Category pop-up, select the checkbox next to the category to be deleted, then click
. - Click YES or NO to confirm the deletion. Or, if the category has been previously used, Boulevard will prompt you to choose either
YES to assign a new category for existing entries associated with the category being deleted, or 
NO which will keep previous entries assigned to the category being deleted. If No is selected, reports will retain the original category assigned.
- From the toolbar in the Expense Category pop-up, click
. - From the print preview form, click
to print, or click 
to export and save as another file type such as PDF.
Name |
Description |
Unit |
Type |
| Advertising | Advertising & Promotion | $ | Expense |
| Auto Lease | Auto Lease Payments | $ | Expense |
| Auto Maint | Maintenance/Gas/Parking | $ | Expense |
| Auto Mileage | Trip Log Mileage | miles (or km) | Expense |
| Bad Debt | Accounts Uncollectable | $ | Expense |
| Bank Charges | Bank or Credit Card Fees | $ | Expense |
| Charity | Charity Donations | $ | Expense |
| Clothing | Clothing/Uniforms | $ | Expense |
| Commissions | Income Earned | $ | Income |
| Contract Labor | Contract Labor | $ | Income |
| Education | Professional Development | $ | Expense |
| Entertainment | Entertainment | $ | Expense |
| Event Expenses | Event: Food/Clean-up, etc | $ | Expense |
| Expired/Lost | Expired/Lost/Damaged Product | $ | Expense |
| Fee: Conference | Conference Fees | $ | Expense |
| Fee: Legal/Prof | Legal & Professional Fees | $ | Expense |
| Fee: Misc. | Misc Dues & Subscriptions | $ | Expense |
| Fee: Tax Prep | Tax Preparation Fees | $ | Expense |
| Fee: Unit Meet | Unit Meeting Fees | $ | Expense |
| Furniture/Equip | Small Furniture & Equip | $ | Expense |
| Gifts | Business Gifts Given | $ | Expense |
| Insure: Auto | Auto Insurance | $ | Expense |
| Insure: Health | Health Insurance | $ | Expense |
| Insure: Product | Prod/Liability Insurance | $ | Expense |
| Interest: Auto | Auto Loan Interest | $ | Expense |
| Interest: Bus | Business Loan/CC Interest | $ | Expense |
| Interest: Mort | Mortgage Interest | $ | Expense |
| Internet | Internet | $ | Expense |
| Meals: Local | Local Meals | $ | Expense |
| Meals: Travel | Meals when Traveling | $ | Expense |
| Miscellaneous | Ask Accountant Category | $ | Expense |
| Phone: Home | Home Phone | $ | Expense |
| Phone: Mobile | Mobile Phone | $ | Expense |
| Postage | Postage/Freight/Shipping | $ | Expense |
| Product | Product Purchased | $ | Expense |
| Real Estate Tax | Real Estate Taxes | $ | Expense |
| Rent | Office Rent | $ | Expense |
| Repairs: Home | Home Repairs/Cleaning | $ | Expense |
| Repairs: Office | Office Repairs | $ | Expense |
| Retirement | Retirement contribution | $ | Expense |
| Sales Tax | Sales Tax | $ | Expense |
| Supplies | Office/Business Supplies | $ | Expense |
| Supplies (COG) | Supplies Cost of Goods | $ | Expense |
| Trash | Trash Removal | $ | Expense |
| Travel Expense | Lodging & Transportation | $ | Expense |
| Util: Internet | Internet | $ | Expense |
| Util: Other | Other Utilities | $ | Expense |
| Wages Paid | Wages Paid | $ | Expense |
Note: Main Street cannot give tax advice, only general suggestions. Please seek advice from your tax professional on handling expenses and income for your specific situation.