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lbradford15
April 18, 2021
Question

Can I run a report for specific expense categories?

  • April 18, 2021
  • 1 reply
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Can I run a report to see where purchases were filed under my expense sub-categories? For example, under expenses I have the sub-categories meals, education, uniforms, etc. Can I run a report that will show me exactly which sub-category each expense purchase was filed under?

 

Thanks in advance!

1 reply

JessT
JessT
April 18, 2021

Hi lbradford15!

 

Knowing which expense categories your purchases are posted to will definitely help you manage your expenses. I'm happy to let you know that this is achievable by customizing the Transaction Detail by Account report. I'll guide you through the steps.

  1. Go to Reports, search for Transaction Detail by Account and click the result.
  2. Change the date range on the report page and click Run report.
  3. Click Customize and expand the Filter section.
  4. In the Distribution Account droplist, select the expense categories and sub-categories that you only need. You can select all expense categories and change them back later if you only need to filer transactions in certain categories.
  5. Click Run Report.

The final report will show you the list of transactions under the categories you selected.

 

On the other hand, you can also check about customizing reports for your additional reference.

 

Please feel free to go back to this thread if you need more help with your report.

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