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Expense by category

Expenses with categories as rows (grouped, foldable) and properties as columns, with totals both ways.

What this page is for

See where the money goes: each expense category against each property, with a subtotal per category group and a Company column for costs not tied to a property.

Who can use it

See the expense matrix (by default Admin, Finance and Viewer).

How to run it

  1. Choose the months, currency and properties.
  2. Untick Include company costs or Include expenses left out of P&L to leave those out, and select Show.
  3. Select a group row to fold it, or use Collapse all and Expand all.

Fields and columns

Column Meaning
Category Category groups in bold with their subtotal, and their categories under them.
One column per property Only properties with expenses in the period are shown.
Company Expenses with no property.
Total The row total. The bottom row is the grand total.

Statuses and automation

Only approved expenses count. Each amount is converted at its own month's rate.

Settings that change this page

Expense categories and groups (their order and names), and your display currency.

FAQs

Why does the total differ from profit and loss? Profit and loss leaves out company costs and expenses marked "not in P&L"; untick both options here to match it.

Troubleshooting

Problem What to do
A category sits under Other Give the category a group under Expense categories.

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