The Expenses Analyzer is the visual report. Instead of tables and totals, it shows charts and rankings so you can see where the money goes at a glance — by month, by category, by provider, and by individual transaction.
It’s the report to open when you want to understand patterns rather than file a return.
When to run it
- End-of-quarter reviews — to see which categories or providers are climbing
- Client meetings — visual breakdowns are easier to talk through than columns of numbers
- Catching outliers — the Largest Expenses table surfaces the few transactions that move the totals
- Spotting seasonality — the monthly chart makes summer/winter swings obvious
Opening the report
- Open Reports from the sidebar
- Find Expenses Analyzer under Review & Data Quality
- Click the card to open the report
The Expenses Analyzer is an interactive page — selectors and charts update as you change them, without reloading.
Choosing what to analyze
At the top:
- Business — required
- Bank — required
- Year — required
Below that, the report draws four sections that all stay in sync:
What the report shows
Expenses by Month chart
A bar chart of expense totals for each month of the year. Click any month to drill down — the rest of the report immediately filters to just that month. Click the same month again (or clear the selection) to go back to the full year.
Category Table (left)
A list of every IRS Schedule C category with the total spent in that category, sorted highest first. When you have a month selected, the totals reflect just that month.
Summary Table (right)
A compact category-totals view that sits next to the main table — quick reference numbers without scrolling.
Frequent Provider Table (right)
The top 7 providers by transaction count, showing:
- Number of transactions
- Total expenses with that provider
- Average transaction amount
These are the merchants you spend with most often, which is usually where bookkeeping shortcuts pay off.
Largest Expenses Table (right)
The top 10 individual transactions by amount, showing date, amount, and provider. Big one-off purchases tend to live here — useful for verifying the year’s biggest hits.
Exporting
The Expenses Analyzer offers a PDF export that captures the on-screen visualization. If a month is selected at the time you export, the PDF reflects just that month; otherwise it covers the full year.
Excel export is not available for this report — it’s designed for a visual read. For raw data exports, see the Expenses by Category Detailed or Expenses by Provider Detailed reports.
Tips for getting useful insights
- Start with the full year, then click into the busiest month for context
- Look at Frequent Provider, not just Largest Expenses. A small charge that happens 50 times can outweigh a single large one.
- Compare to last year by re-running with the prior year selected — patterns become more meaningful with a year-over-year comparison
- Combine with Uncategorized Expenses. If a category looks suspiciously low, you may have uncategorized rows hiding there