Monthly Expense Summary

The Monthly Expense Summary gives you a clear picture of what you spent each month, broken down by category. Here is how to access and use it.

Accessing the Monthly Summary

Go to Dashboard → Reports → Expenses and select the month you want to review. You will see:

• Total spent this month
• Breakdown by category (Materials, Tools, Vehicle, etc.)
• Top vendors by spend
• Month-over-month comparison (this month vs last month)

What the Summary Tells You

Spending trends — Are your material costs rising? Is your vehicle expense unusually high this month?

Job cost vs revenue — Compare your expense summary to your revenue for the same month to understand gross profitability.

Tax prep data — The category breakdown is exactly what your CPA needs for Schedule C deductions.

This Month vs Last Month

The summary highlights significant changes between months — for example, if materials spending is 40% higher than last month, this signals either a big job was running or material prices went up.

Exporting the Summary

Tap Export CSV from the Reports page to download the monthly summary. The CSV includes every transaction with date, vendor, category, and amount — ready to import into QuickBooks or share with your accountant.

Setting a Monthly Budget

While JobsPaid does not have a formal budget tool, you can use the monthly summary to track whether your spending is in line with your expectations. Many contractors aim to keep expenses below 40-50% of revenue.