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.
- From the sidebar navigation, click
Reports. - Under the Expenses section, select Summary of Expenses.
- From the Date Range screen, if necessary, change the Start and End dates (or choose from the quick pick list), then click
. - 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.
- From the sidebar navigation, click
Business Tools, then Expenses. - From the toolbar, click
and choose Summary by Category from the drop-down options listed. - From the Date Range screen, if necessary, change the Start and End dates (or choose from the quick pick list), then click.
- From the print preview form, click to print, or click to export and download as another file type, such as PDF.
