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A
arkvalleyinfo
October 16, 2018
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I want to run an expenses by category report.

  • October 16, 2018
  • 4 replies
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Best answer by Rustler

category?

If you mean by account, which is what intuit for some really strange reason re-named the accounts in the chart of accounts (one ONE page only) - run a P&L, customize it to only show expenses

in the chart of accounts you can run a report on each account separately if you want


If you mean category in the products & services list, you can not, they are place holders to organize the list

4 replies

Rustler
RustlerAnswer
October 16, 2018

category?

If you mean by account, which is what intuit for some really strange reason re-named the accounts in the chart of accounts (one ONE page only) - run a P&L, customize it to only show expenses

in the chart of accounts you can run a report on each account separately if you want


If you mean category in the products & services list, you can not, they are place holders to organize the list

A
Anonymous
December 28, 2018

Is there a way I can create a monthly expense report by account  an annual report.

A
Anonymous
December 28, 2018

Thanks for joining the conversation, @397434,

 

I can help you create an annual report for your expenses.

 

We can customize a Transaction Detail by Account report to show your expense transactions on annual basis. Let me guide you how to do that:

  1. Go to the Reports tab.
  2. On the Find report by name field, look for Transaction Detail by Account.
  3. On the report, click the Customize button.
  4. Click on Filter to expand the options.
  5. On the Transaction Type drop-down, select Expense.
  6. In the Account drop-down, mark the accounts you'd like to view in the report.
  7. Click Run report.
  8. Once done, click the Report period drop-down and select This Calendar Year or This Fiscal Year.
  9. Click Run report.

Next, you can click the Save customization button to retain the changes applied to the report. This way, you no longer need to repeat the customizations the next time you get the report.

 

To access the customized report, follow the steps below:

  1. Go to the Reports menu.
  2. Click the Custom Reports tab.
  3. Select the modified report.

That should do the trick for you, @397434. You may want to check this article to know more about customizing reports in QuickBooks Online: How to Customize Reports

 

Please feel free to mention me if you need further assistance. I'll be glad to work with you again. Have a good one!

    A
    ArmandoRodriguez
    October 4, 2019

    Hello everibody, I'm new in quickbooks but I find that the purchase order detail report in its standard settings organize products by category and totalizes de expenses in each category, you can export it to excel, and have a daily, weekly or monthly expense report by categories, I hope this helps you to solve your problem, it did it for me.

     

    Best Regards

    R
    roy-potter
    October 13, 2019

    This sucks, I was able to run any type of report I needed in QB2015 Pro.

    Having organised transactions into categories, I would think I should be able to get a simple report.

    Looking at how much spent on advertising, computer hardware etc. Should be simple for such an expensive bit of software.

     

    RAP

      K
      kabka5
      February 27, 2020

      I am fairly new to QB and I too wanted to run an expenses report with (in my case) the Category "Maintenance & Repair". This is how I did it.

      From Main QB screen, click on REPORTS on left hand side.

      Click on PROFIT AND LOSS (located under "Business Overview")

      Click on CUSTOMIZE (located in upper right hand corner)

      Enter REPORT PERIOD required

      Click on FILTER

      Beside "Distribution Account", click the drop down arrow beside "ALL INCOME EXPENSES"

      Scroll down to category you wish (in my case I scrolled down to Maintenance & Repair) and click on the box beside the one you want

      RUN REPORT

      Hopefully this will help you. I am using QB Online.

      W
      WhaleyHouse Director
      November 11, 2020
      1. Go To Expenses
      2. Filter it by The category you want
      3. choose the Select All Checkbox on the top left

         

         

        then choose the print icon on the top right to print (or print to PDF) or choose the "export" (looks like a square with an arrow coming out of it) icon button right next to it to export to .xls
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