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usermnapainting
Level 1

How can i break down the expenses to monthly?

 
2 Comments 2
KBetterReports
Level 1

How can i break down the expenses to monthly?

Hi @usermnapainting  ,

 

Kritesh here from Better Reports!

 

We recently launched our app Better Reports in QuickBooks, which can help create expense breakdowns by month (and even by day!) with subtotals at each day/week/month that you prefer. You can even schedule these to run automatically giving you a daily/weekly overview.

 

Better Reports also has several other built-in reports, along with the ability to create your own. You can also schedule these to run at a regular cadence and sent to your email or Google Sheets directly so your workflow is automated.

 

We offer a 14 day free trial, so you can see it all in action.

 

Also, as part of our offering, we'll be happy to create these custom reports for you as well.

 

Once you install Better Reports, please contact us and we'll be happy to set this up for you!

Ethel_A
QuickBooks Team

How can i break down the expenses to monthly?

Welcome to the Community, @usermnapainting.

 

I'm glad to share insights with you and make sure you'll be able to get breakdowns by expenses monthly.

 

When you create an expense transaction every month, QuickBooks Online can report expenses by month.

 

You can run either Profit & Loss by Month report or Expenses by Vendor Summary.

 

Here's how you can run Profit & Loss report:

 

  1. From the left menu, choose Reports.
  2. Select Profit & Loss by Month report.
  3. You should now see the expenses by month.
  4. Hit Run Report.

 

To run Expenses by Vendor Summary, you can refer to this article: How to run and save a monthly expense report by the vendor.

 

Additionally, I'm adding another article as your guide to customize a report in QuickBooks Online: Customize reports in QuickBooks Online.

 

I'm always here if you have more questions about getting a breakdown for expenses monthly. Just click on the Reply button below.

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