{% extends "base.html" %} {% block content %}

Expense Dashboard

Monitor and analyze your business spending

Open in QuickBooks
{% if summary %}

${{ "%.2f"|format(summary.total_expenses) }}

Total Expenses

{{ summary.date_range }}

{{ summary.transaction_count }}

Transactions

{{ summary.date_range }}

${{ "%.2f"|format(summary.average_expense) }}

Average Expense

Per transaction

Expense Categories

{{ summary.categories|length }} categories
{% for category, count in summary.categories.items() %}
{{ category }}
{{ count }} transactions
{% endfor %}

Top Vendors

{{ summary.top_vendors|length }} vendors
{% for vendor, amount in summary.top_vendors.items() %}
{{ vendor[0]|upper }}
{{ vendor }}
${{ "%.2f"|format(amount) }}
{% endfor %}

Vendor Expense Distribution

Top {{ summary.chart_vendors|length }} vendors by amount
{% endif %}

Recent Expense Transactions

{{ total_count }} transactions
{% if transactions %}
Date
Type
Vendor/Payee
Amount
Status
{% for transaction in transactions %}
{{ transaction.date }}
{{ transaction.type }}
{{ transaction.vendor[0]|upper if transaction.vendor else '?' }}
{{ transaction.vendor if transaction.vendor else 'Unknown Vendor' }} {% if transaction.description %} {{ transaction.description }} {% endif %}
${{ "%.2f"|format(transaction.amount) }}
{{ transaction.status }}
{% endfor %}
{% else %}

No expense transactions found

No expense transactions were found in your QuickBooks account for the last 90 days.

To see expenses here:

Create purchase transactions
Enter bills from vendors
Record expense journal entries
Check date range settings
{% endif %}
Back to Converter QuickBooks Settings
{% endblock %}