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What can I see under income and expenses?

You can have your expenses and income displayed in your accounts. You can find this under the "Accounting" menu, then under "Reports".

 

Income

Under income you will see all posts that were made to the debit side of an account for liquid funds (that means on the left side).

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Expenses

Under expenses you will see all posts that were made to the credit side of an account for liquid funds (that means on the right side).

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These are filter options

bexio provides you with various filter options so that you can evaluate your income and expenses more precisely. You can access these options by clicking on the following symbol in the top right corner:

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Now the filter options open. You can determine the date range, the cash account, the currency, and the number of decimal places. You also have the option of hiding 0 postings.

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Export options

You can export the income and expenses as Excel or CSV. You can also click on the envelope icon to send the exported data directly via email (e.g. to your accountant). All these options can be found on the upper-right corner.

 

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