You can view income and expense totals for any of your folders or categories by specific date ranges.
Viewing Totals for a Folder
- From the Applications main menu item, click Income/Expense Tracker under the Financial section.
- The Income/Expense Tracker page opens.
- Click the desired folder name to open it.
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Click the Search By drop-down list to select a date view, such as month/year to date, monthly or yearly total, or date range.
Note: You must select a month and/or year when choosing a monthly or yearly total. Enter specific dates for the date range selection.
- Click the Search button to retrieve the desired totals.
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The totals appear on the folder’sheader.
Viewing Totals for a Category
- From the Applications main menu item, click Income/Expense Tracker under the Financial section.
- The Income/Expense Tracker page opens.
- Click the desired folder name to open it.
- Click on a category name to open it.
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Click the show drop-down list to select a date view, such as month/year to date, monthly or yearly total, or date range.
Note: You must select a month or year when choosing monthly or yearly total. Enter specific dates for the date range selection.
- Click the Display button to retrieve the desired totals.
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The totals appear at the bottom of the open category.
Log in to view income and expense totals.
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