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A
arkvalleyinfo
October 16, 2018
Solved

How can I run a report that shows expenses as a percent of Income?

  • October 16, 2018
  • 1 reply
  • 0 views

I would like to see how my expenses are as a percent of my net expenses or against overall net income.

Best answer by stceb4646

Good day, brad.rand.

Thanks for posting!

You can run the Profit and Loss report then customize it to show your expenses as a percent of your income.

Here's how to run the report:

  1. Go to Reports.
  2. Type in Profit and Loss in the search field and click on it.
  3. Change the desired date range.
  4. Click on Customize.
  5. Under Add Subcolumns for Comparison, select % of Income.
  6. Click on Run Report.

Let me know if you have any further questions, I'd be glad to help.

1 reply

S
stceb4646Answer
October 16, 2018

Good day, brad.rand.

Thanks for posting!

You can run the Profit and Loss report then customize it to show your expenses as a percent of your income.

Here's how to run the report:

  1. Go to Reports.
  2. Type in Profit and Loss in the search field and click on it.
  3. Change the desired date range.
  4. Click on Customize.
  5. Under Add Subcolumns for Comparison, select % of Income.
  6. Click on Run Report.

Let me know if you have any further questions, I'd be glad to help.

    A
    arkvalleyinfoAuthor
    October 16, 2018
    Hello, When I click this for the comparitive report (YTD and MTD), it adds the column only to the YTD column. How can I get it to add the % of Income to both MTD and YTD columns? Thank you!
    J
    Joerob35
    August 11, 2019

    I never saw an answer to this specific question - was there one?

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