Creating Income and Expense Reports

Income and Expense reports are generated based on a date range. Reports can be generated from the Print Report icon in the Income and Expenses folder's header.

To create an income and expense report:

1. Open the Income/Expense Tracker. How?

   • From the Main Menu bar, go to Applications > Income/Expense Tracker.

2. Select the folder for which you would like to generate a report.

3. Click the Print Report icon in the header.

4. Use the Report drop-down to select from the list of Income and Expense reports available.

5. Define a Date Range and click the Done button.

   The report is generated and opened in a new browser window.

6. Once the report is generated you can:

   • Download the report to a CSV(a simple file readable by virtually any database or spreadsheet program) or XLS(a Microsoft Excel file) format. More Info:

     1. From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.

     2. Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.

   • Print the report by clicking the Print   icon.

   • Save a copy of the report in PDF format to your hard drive or another location by clicking the Save   icon.