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Generate an Expense Report

Updated over a week ago

To generate an Expense Report listing expenses by date range and category, click the "Reports" tab.

Then under the "Financial" section, click "Expenses".

Choose the date range and category you want on the report from the dropdowns at the top of the page.

(Note: by default, it shows the current year to date).

Once your report has been generated, you can then export an Excel file, CSV file, or print the report.

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