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info714
Level 1

Hi is there a way to see your monthly expenses categorised? eg shipping expenses, advertising expenses ?

 
3 Comments 3
Rustler
Level 15

Hi is there a way to see your monthly expenses categorised? eg shipping expenses, advertising expenses ?

Run a P&L, that shows the totals for all income and expense accounts

Jessica_young
Moderator

Hi is there a way to see your monthly expenses categorised? eg shipping expenses, advertising expenses ?

Happy to help, @info714.

 

A great option for reporting expenses is the Transaction Detail by Account.  This report provides revenue & expense transaction details by account. Here's what you'll do:

  1. Go to the Reports tab.
  2. On the Find report by name field, look for Transaction Detail by Account.
  3. On the report, click the Customize button.
  4. Click on Filter to expand the options.
  5. On the Transaction Type drop-down, select Expense.
  6. In the Account drop-down, mark the accounts you'd like to view in the report.
  7. Click Run report.
  8. Once done, click the Report period drop-down and select This Calendar Year or This Fiscal Year.
  9. Click Run report.

Next, you can click the Save customization button to retain the changes applied to the report. This way, you no longer need to repeat the customizations the next time you get the report.

 

To access the customized report, follow the steps below:

  1. Go to the Reports menu.
  2. Click the Custom Reports tab.
  3. Select the modified report.

That should do the trick for you, @info714.  Please feel free to mention me if you need further assistance. I'm happy to help! Have a fantastic weekend.

JSMTokyo
Level 1

Hi is there a way to see your monthly expenses categorised? eg shipping expenses, advertising expenses ?

This won't show sales tax paid, sales tax received, or money spent on balance sheet items like loan balances

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