xBoox

Review Expense by Category

See where recorded business spending is concentrated and open the supporting transactions.

Steps

  1. Open Reports > Expense by Category.
  2. Choose a Period or enter From and To dates.
  3. Optionally select one Category.
  4. Review Category totals and their share of recorded expenses.
  5. Open an eligible Category to view transaction detail.

Drilldown, export, and print

When drilldown is open, the current detail becomes the export target. Use Export CSV for the summary or active drilldown and Print for a printable view.

Data rules

  • Completed Expense transactions contribute to the report.
  • Needs-review rows remain outside final totals until completed.
  • Split transactions contribute through their individual Category lines.
  • A system-calculated parent may display a calculated result but cannot receive ordinary manual posting.
  • Rental expenses use their accounting Category and saved Rental Property assignment for their respective reports.