Monthly Expenses

Use this page to understand how much you spent during the selected month and which categories drove those costs.

Overview Cards

  • Total Expenses: A summary card at the top shows the combined spend for the chosen month (for example, Total: 0 when no expenses have been recorded yet).

  • Month Selector: Switch months to compare spending patterns without leaving the page.

Spend by Category

The donut chart groups expenses by category so you can see the proportion of each cost center at a glance. Hover over any slice to reveal the category name and amount.

  • Track the relative weight of major categories like rent, salaries, or supplies.

  • Quickly spot outliers—if a category jumps compared with previous months, it will occupy a larger segment of the chart.

Expense Breakdown Table

Below the chart, the table lists every expense entry for the month with the columns #, Name, and Amount.

#
Name
Amount

1

Salary

3,500

2

Rent

7,000

3

Grocery

420

  • Sort or filter the table to focus on specific categories or high-value transactions.

  • Use the row count to confirm that all expenses have been synced from the Payment Log.

Tips for Analysis

  • Compare the total expenses card with the donut chart to confirm every category is represented.

  • Export the table when you need to reconcile expenses with accounting software.

  • If a category is missing, visit System Settings → Expense Categories to add it before logging new transactions.

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