Review expense insights
Review expense totals and categories for the period and property you choose.
On this page
Sign in to the landlord or team account with access to the intended accounting portfolio. Follow any access message shown.
Have the period and property you want to review ready. These insights summarize recorded accounting entries; they do not confirm a bank balance or that every imported transaction has been booked.
Step 1: Choose the period and property
Choose Open expense insights below, or Dashboard in the Accounting menu. On a phone, open Menu first. In Accounting dashboard, select Date range and Property. Preset periods refresh the view. For Custom dates, review From date and To date, then choose Apply dates.
Step 2: Check which expenses are included
Find Expenses and choose All expenses or Tax-deductible under Displaying. Open More information beside this control to read its scope.
Step 3: Read the category breakdown
When expense categories are available, open View category breakdown. Use Category to select one category, or choose All categories to restore the full breakdown. Read the displayed amounts and period label alongside the chart.
Step 4: Investigate an empty or unexpected total
If No expenses in this period appears, review Date range, Property and Displaying. Choose View expenses to inspect the separate expense list, then check its date and property filters again. Inspect the original entry and any unbooked imports before adding another expense.
When a donut chart is unavailable
Expenses that include net credits or total zero may appear without a donut. Read the category amounts and the on-screen explanation. Do not change an expense solely to make a chart appear.
Check the result
- The expense view uses the intended period, property and expense scope.
- Category amounts are reviewed without changing saved entries or creating duplicates.
FAQs
Why can the expense list and insights show different amounts?
Check the period, property, Displaying selection and any selected category in insights, then review the separate list filters and the saved records. A monthly average and a period total also cover different spans.
Does selecting a category change my saved expenses?
No. Category narrows the displayed breakdown. Choose All categories to restore it. Edit an underlying record only after checking the original expense and its supporting details.