Expense by Account

Go to Reports → Expense by Account to see a breakdown of expenses by expense account and category.

What Is Included

Only approved expenses are included in this report. Draft and void expenses are excluded.

Filters

Filter	Description
Period	Preset selector: All Time / This Month / Last Month / This Year / Last Year
From	Start date (based on expense date)
To	End date (based on expense date)

Note

The date filter applies to the expense date (expense_date) field on each expense.

Summary Cards

Three cards show totals for all approved expenses in the selected period:

Card	Description
Total Amount	Sum of all approved expense amounts
Paid	Amount that has been disbursed (payout status SUCCEEDED)
Unpaid	Total Amount minus Paid

Tabs

By Category

Shows expenses aggregated by expense account category.

Column	Description
Category	Expense account category: Direct Cost, Operating Expense, Tax, or Other
Total	Total expense amount for this category
Paid	Disbursed amount for this category
# Expenses	Number of approved expenses in this category

This tab is not paginated — all categories are shown.

By Account

Shows expenses per individual expense account, sorted by category then by total amount (highest first), paginated.

Column	Description
Code	Expense account code (e.g. 5100)
Account	Expense account name
Category	Account category
Total	Total expense amount charged to this account
Paid	Disbursed amount for this account
Unpaid	Total minus Paid
# Expenses	Number of approved expenses using this account

Use the Per page selector (10 / 20 / 50 / 100) and the page navigation buttons at the bottom to browse all accounts.

Export PDF

Click Export PDF in the top-right corner to generate a PDF report. The PDF reflects the currently active date filter and includes both the by-category and by-account breakdowns.