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May 9, 2020
Question

How do I run a report by expense type e.g. how much did I spend on fuel in 2019?

  • May 9, 2020
  • 1 reply
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1 reply

AlexV
May 10, 2020

Good day, sheilafitzpatric.

 

You can pull up the Transaction Detail by Account report. Then, we can customize this report to include only the expense accounts.

  1. Go to Reports tab, then search and select Transaction Detail by Account.
  2. Click the Customize button. From the Filter section, check the Distribution Account box.
  3. From the Distribution Account drop-down, select the All Expense Accounts or the specific expense accounts you used.
  4. Hit Run report.

Make sure to set the correct Report period and Accounting method to get the correct data.

 

If these used the Class feature in tracking the expense type, you can pull up the Purchases by Class Detail. Then, go to Customize > Filter > Class and select only the type of expense.

 

I have articles you can read to learn more about reporting:

Please post again if you need more help with this. Have a great day!