The Expenses area is used to enter, view, and manage expense and income entries. It includes tools to create and edit entries, apply filters, update categories in bulk, manage recurring expenses, and print or export expense summaries and detailed reports.
From the sidebar navigation, select
Business Tools, then Expenses.
Toolbar:
-
(1)
: Creates a New Expense or New Recurring Expense from the drop-down menu. -
(2)
: Edit an entry or change the category of existing expense entries simultaneously. -
(3)
: Click to Filter or select Clear Filter to remove any previously set. Filter options include Date Range, Payee, Amount, Check #, Category, and Exclude Units. -
(4)
: Choose either Print List (expense entries currently shown), Summary by Category, or Details by Category. -
(5)
: Click and select either Export to PDF or Export to Excel, which will download the displayed entries directly as a download for the selected file type. -
(6)
: Create, Edit, Move, or Delete a Recurring Expense. -
(7)
: Deletes the selected expenses -
(8)
: Click to access Expense Category or Memorized List. Boulevard comes with pre-defined expense categories that can be deleted or edited. Additional categories can also be added.
The Memorized List contains all Payees that have been previously assigned to an expense entry. They can be deleted or edited. Edited payees will not change any previously entered expense entries; only future expense entries will be affected. Payees can also be manually added to the Memorized List. - (9) Auto-Fill by Payee: If selected, when creating a new expense, if the payee entered into the Pay To field has been previously used, it will pre-fill the information from the last entry added.
- (10) Search/Advanced Search: The search field will perform a quick search of the entries displayed, and can be used in conjunction with or separately from the Advanced Search, which filters the columns based on the criteria set.
-
(11)
: Expand to view additional information about the expense entered -
(12) indicates a recurring expense, and
indicates a split expense. - (13) Date: The date of the expense (Required)
- (14) Payee: The payee or description associated with the expense (Not required)
- (15) Category: The category the expense is assigned to, which can be either an expense, income, or other type based on the unit associated with the expense category. (Required)
- (16) Number: The number or other information associated with the expense, such as check number or other payment method information. (Not Required)
- (17) Amount: The numerical amount of the expense. Typically a currency, but can also be another unit type depending on the expense category. (Required)
- (18): The total sum of the entries displayed in the Amount column.