How can I create a monthly expense / cashflow report? The report should show month wise what was the expense and income e.g. in Jan 2021 I spent $x on Marketing, $y on IT

Hi there, @farhan-learnauti. It's my pleasure to help you run the report you need.

The closest way to get your desired report is to run the Profit and Loss by Month Report. This helps you compare your income and expenses by month. 

Here's how:

1. Go to the Reports menu. 
2. Enter Profit and Loss by Month in the search field.
3. Select the report from the result list. You can also find the same report under the Business Overview section.
4. You can drill down the transactions by clicking the amounts.

You can also pull up the Profit and Loss Detail report. Then, customize the reporting period to a specific month.

You can also check out this great resource that provides more info on how to manage your reports. It also includes links to help you get the information you need: Run reports.

Visit us again should you need more help with customizing your reports. I'd be happy to help.