How do I create an expense report for select categories for 2019 taxes?

danjackson1956

How do I create an expense report for select categories for 2019 taxes?

RickO

There are a few options to exclude Income transactions:

1. After the report is generated, click the small triangle next to the Income header. This will collapse the whole section. However, I still think it will be included in the printout if you print.
2. On the customization page for the report, click the Categories tab and go through the categories unchecking all Income categories and leaving only Expense categories checked. The report will then only include expenses.
3. Go to the All Transaction register at the top of the sidebar and then click the Spending tab. Set the Date filter as desired. Then either print the register (File > Print) or export the register to CSV which you can open and adjust in Excel or Numbers (menu File > Export > Register Transactions).
4. Similarly to #3, go the Banking register in the sidebar. In the Any Type filter select Spending and proceed as in #3.

RickO

Click Reports > Create Transaction Report. In the next pane, select Categories, then click Continue to Customize. Next, choose Last Year for the date range. Click the Categories tab and choose the categories you want included. Click Ok.

If you want the same report without all the details, do the same, but start with Create Summary Report.

danjackson1956

Thank you for your help, but this reports the account balances from 2019, not the total expenditures in the selected categories. For tax purposes, it is important for list expense totals for each of the selected categories. Does that make sense?

RickO

The Transaction report does not report account balances. It reports transactions with subtotals by category if that's the option you selected. Let's try some screenshots. First choose the report from the Reports menu:



Next,  choose Category for the rows:



Next, set the Date to last year and click OK:



This will result in a report that is organized by Category and Subcategory with subtotals for each and individual transactions listed. You can add or remove columns by clicking the Columns button. You can sort within Category by any column by clicking that column header.

danjackson1956

I appreciate your time, and expertise. However, the report still includes transactions which are allocations from paychecks, etc, and therefore add to the various categories. How do I create a report that only lists expenses? Thank you.

RickO

There are a few options to exclude Income transactions:

1. After the report is generated, click the small triangle next to the Income header. This will collapse the whole section. However, I still think it will be included in the printout if you print.
2. On the customization page for the report, click the Categories tab and go through the categories unchecking all Income categories and leaving only Expense categories checked. The report will then only include expenses.
3. Go to the All Transaction register at the top of the sidebar and then click the Spending tab. Set the Date filter as desired. Then either print the register (File > Print) or export the register to CSV which you can open and adjust in Excel or Numbers (menu File > Export > Register Transactions).
4. Similarly to #3, go the Banking register in the sidebar. In the Any Type filter select Spending and proceed as in #3.

danjackson1956

That was it - using the All transactions>Spending, then selecting the categories, the printing - thank you!