Main areas of the Income & Expense report
Highlighted here are the key areas of the Income & Expense report:
- Date range - Choose the period you want to report on
- Net totals - Shows the total income less expense, for both budgeted and actual figures, and the difference between them. The Net totals appear at the top of the report, within a fixed header.
- Budgeted column - Shows budgeted amounts
- Actual column - Shows actual amounts earned or spent
- Difference column - The difference between your budgeted and actual figures
- Income totals - Displays the total income, for budgeted and actual amounts and the difference between them
- Expense totals - Displays the total expense, for budgeted and actual amounts and the difference between them
- Alerts - If you have overspent in a category, a red line is displayed to the far left beside the category. This allows you to easily identify any areas of overspending for the period displayed
You can read more on the Income & Expense report in our overview guide: The Income & Expense report: Overview