Viewing Expense History

Viewing Expense History

The Expenses section provides a complete record of all property costs across your portfolio.

Accessing Expense History

1. Click Expenses in the sidebar.
2. The main view shows all recorded expenses sorted by date (newest first).

Filtering Options

Use the filter controls to narrow your view:

• Date Range — View expenses for a specific period (e.g. current tax year).
• Property — Filter by a specific property or unit.
• Category — Show only certain expense types (e.g. repairs).
• Supplier — View expenses from a specific supplier.
• Amount Range — Find expenses within a specific cost range.
• Receipt Status — Show only expenses with or without receipts attached.

Searching

The search bar lets you find expenses by description, supplier name, or category.

Expense Summary

At the top of the page, a summary bar shows:

• Total Expenses for the selected period.
• Breakdown by Category as a bar or pie chart.
• Month-over-Month Comparison to spot trends.

Exporting

Click Export to download your expense history as a CSV or PDF file. This is useful for sharing with your accountant or importing into accounting software.

Tip: Export expense history at the end of each tax year and store it alongside your tax return for your records.