Summary of Expenses Report

The Summary of Expenses report lists expenses, income, and any other unit of measure grouped separately (i.e., Mileage) within a given period grouped by category with totals for each. This is one of the reports recommended for tax purposes.

Option 1:

1. From the sidebar navigation, clickReports.
2. Under the Expenses section, select Summary of Expenses.
3. From the Date Range screen, if necessary change the Start and End dates (or choose from the quick pick list) then click.
4. From the print preview form, click to print, or click to export and save as another file type such as PDF.

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Option 2:

1. From the sidebar navigation, click Business Tools, then Expenses.
2. From the Expense toolbar, click and choose Summary by Category from the drop-down options listed.
3. Enter a date range, or select a quick pick from the drop-down options listed, then click.
4. From the print preview form, click to print, or click to export and save as another file type such as PDF.

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Additional Information:

• Tax Reports & Year-End
• Expense Categories
• Mileage Tracking
• Print a Detailed Expense Report