Monthly Expense

Version: 1.0.3
Route: /expenses/monthly
Who can access: Signed-in users.

Screenshot

What this page does

Year overview of expense spend by calendar month. Select a month to see contributing expense accounts. Credit counts as spend; debit reverses.

Layout at a glance

• Page heading Expenses (monthly view) with info tip
• Year selector
• Desktop table: SR., Month, Expense
• Footer: Total Year Expenses
• Month detail modal with account list, Total, and Close
• Current / Current month marker on the active month

Steps

Choose a year

1. Open Expenses → Monthly Expense.
2. Select a year from the dropdown.
3. All twelve months list with totals for that year.

Read monthly totals

1. Review Expense per month.
2. Check Total Year Expenses.

Inspect a month

1. Select a month row (for example October).
2. Modal title shows Month Year (for example October 2026).
3. Select an account to open filtered Transactions.
4. Select Close when finished.

Table columns

Errors & edge cases

• Months with no postings show zero.
• Empty month modal: No expense account activity this month.
• Info tip: tap a month for expense accounts; credit = spend, debit reverses.

Related links

• Expenses
• Daily Expense
• Dashboard (Monthly expenses chart)