Financials Summary
  • 21 May 2024
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Financials Summary

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Article summary

When you open the Easy Expense dashboard you will see a graph summarizing your monthly income and expenses.

You can tap this widget for a detailed breakdown of your transactions. From here you can see all of your expenses summarized by category, all of your logged trips, and your top vendors.

Filtering Your Spending Summary

Make it even easier to review your spending with an assortment of filtering options:

  • Change the month by tapping the date at the top of the screen
  • Change the date range by tapping the "Month" filter tab to view quarterly or annual spending
  • Scroll through the filter tab to organize spending by
    • user
    • report
    • category
    • payment method
    • income type
    • client
    • trip classification
    • attachment

Tap the filter again to return to the full spending summary

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