Expense Report & Budget Analysis
Break down expenses by category and compare actual spend to budget.
Where is your money going?
Expense Tracking & Budget Analysis (Reports → Expenses) shows total spend by category and how you are tracking against budget.
What it shows
- Cards: total expenses, expense-to-revenue %, budget variance, recurring monthly cost
- An expense trend and expenses by category breakdown
- A category breakdown table and a budget vs actual view when budgets are set
- Recurring expenses and supplier-spend distribution
How to use it
Keep expense-to-revenue in a healthy band, catch categories drifting over budget, and plan for recurring costs. Log expenses consistently so this report stays accurate.
Next steps
Was this article helpful?