How to View the Income vs. Expense Summary Table

Overview
Beyond the chart, the Income Vs Expense page includes a detailed table of each invoice and expense side-by-side.

Steps

1. On Reports > Income Vs Expense, scroll down beneath the chart.

2. Toggle between chart and table view via the table icon.

3. Review line-by-line: date, income amount, expense amount.

4. Export this combined table via Export.

Tips

• Use table view when you need raw numbers for journal entries.

• Sort by date to ensure chronological order for reconciliations.

Troubleshooting / FAQs

• Q: Table view button is hidden.

  • A: Expand your browser zoom (100%) so UI icons aren’t collapsed.

• Q: Exported table lacks headers.

  • A: Open the CSV in a plain text editor to confirm headers, then reimport into Excel.