Expense - Report
Total spending, category breakdown and individual expense entries for a selected date range.
The Expense report shows what you spent during the selected period and where the money went. Expenses are placed by their own expense date.
For the location selector, date range and CSV export, see Reports.
Summary cards
- Total Expenses: the sum of all expense entries in the period.
- Entries: how many expense entries were recorded.
- Avg / Entry: total expenses divided by the number of entries.
- Top Category: the category with the highest total.
Expenses Over Time
One bar per day. When several locations are selected, each bar is split by location.
Category Breakdown
A chart of spending by expense category, showing the eight largest categories. Hover over a slice to see its total and number of entries. The CSV export lists every category.
Categories that InventX books for you appear here alongside the ones you enter yourself, for example Stock Write-off, Transfer, Return and Refund.
Expense Entries
A table of individual expenses, newest first, with date, category, description, location and amount.
NOTE
The table lists up to the 100 most recent entries per location. The summary cards and charts always cover every entry in the period.
Deleted expenses are not included anywhere in the report.