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 Report Period. Preset periods show their From and To

dates as read-only values. Choose Custom Range when you need to enter different dates.

  1. Optionally select one Category.
  2. Review Category totals and their share of recorded expenses.
  3. Open an eligible Category to view transaction detail.

Select a summary column heading to sort Categories by account, transaction count, or amount. Summary and drilldown tables show 50 rows by default and offer 100, 200, or 500 rows per page. Drilldown Date, Type, Bank Memo, Payment Account, Before Tax, Tax, and Total Amount columns are sortable. Split transactions use the amounts allocated to the selected Category line, so tax is not repeated across Categories. Totals always cover the complete report result rather than only the current page.

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.