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, clickReports.
- 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 click to export and save as another file type such as PDF.