Expense Reports

Expense reports in JE-PFM let you analyze your spending over any time period, broken down by the dimensions that matter to you.

Creating a Report

1. Navigate to Reports in the sidebar.
2. Select a date range — choose from presets (this month, last month, last 90 days, this year) or enter custom start and end dates.
3. Optionally filter by account, category, or payee to focus the report.
4. Click Generate Report.

Report Contents

Each report includes:

• Total spending for the selected period.
• Category breakdown — a table and chart showing how much was spent in each category, sorted by amount.
• Top payees — the merchants or entities where you spent the most.
• Account breakdown — spending totals per account, useful for seeing credit card versus debit card usage.
• Daily spending chart — a timeline showing how spending was distributed across the date range.

Comparing Periods

You can generate two reports with different date ranges and compare them side by side. This is useful for questions like "Did I spend more on dining this month than last month?" or "How does Q1 compare to Q2?"

Exporting

Click Export to CSV to download the report data as a spreadsheet-compatible file. The export includes every transaction in the report along with date, payee, category, account, and amount columns.

Use Cases

• Monthly review — generate a report at the end of each month to see where your money went.
• Tax preparation — filter by categories relevant to deductions (charitable contributions, business expenses) and export for your accountant.
• Spending audit — look for subscriptions or recurring charges you may have forgotten about.