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arkvalleyinfo
Oct 16, 2018 12:30 AM UTC
Solved

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

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

stceb4646Answer
Oct 16, 2018 12:30 AM UTC

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.

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25 replies

stceb4646Answer
Oct 16, 2018 12:30 AM UTC

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.

    arkvalleyinfoAuthor
    Oct 16, 2018 12:30 AM UTC
    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!
    Joerob35
    Aug 11, 2019 3:37 PM UTC

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

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