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lindak1119
Level 7
October 16, 2018
Solved

How can I run a report that shows expenses as a percent of Income?

  • October 16, 2018
  • 28 replies
  • 182 views

I would like to see how my expenses are as a percent of my net expenses or against overall net income.

Best answer by stceb4646

Good day, brad.rand.

Thanks for posting!

You can run the Profit and Loss report then customize it to show your expenses as a percent of your income.

Here's how to run the report:

  1. Go to Reports.
  2. Type in Profit and Loss in the search field and click on it.
  3. Change the desired date range.
  4. Click on Customize.
  5. Under Add Subcolumns for Comparison, select % of Income.
  6. Click on Run Report.

Let me know if you have any further questions, I'd be glad to help.

28 replies

stceb4646Answer
October 16, 2018

Good day, brad.rand.

Thanks for posting!

You can run the Profit and Loss report then customize it to show your expenses as a percent of your income.

Here's how to run the report:

  1. Go to Reports.
  2. Type in Profit and Loss in the search field and click on it.
  3. Change the desired date range.
  4. Click on Customize.
  5. Under Add Subcolumns for Comparison, select % of Income.
  6. Click on Run Report.

Let me know if you have any further questions, I'd be glad to help.

    lindak1119Author
    Level 7
    October 16, 2018
    Hello, When I click this for the comparitive report (YTD and MTD), it adds the column only to the YTD column. How can I get it to add the % of Income to both MTD and YTD columns? Thank you!
    Joerob35
    August 11, 2019

    I never saw an answer to this specific question - was there one?

    marietalks
    New Member
    September 4, 2026

    This appears to be a very outdated solution. The “Add Subcolumns for Comparison” does not appear to still be an option. I see a way to add a calculated field, but I’m unsure what the formula should be. Any ideas QBO enthusiasts?

     

    Lyn_DQuickBooks Team
    QuickBooks Team
    September 4, 2026

     In the current modern/enhanced experience, the Add Subcolumns for Comparison function has been replaced by the Compare button in the report header. Use the built-in dropdown in the Formula field to choose the appropriate rows and operators for your analysis.

     

    If your goal is to see expenses as a percentage of net income like the original poster, the Calculated Fields feature is the right tool for that.

     

    Here's how to set it up:

     

    1. Open your Profit & Loss report and ensure the Report period is set to the correct date range.
    2. Select Customize, then navigate to the Data tab.
    3. Click Add calculated fields. Make sure the Column option is selected at the top.
    4. Enter a Name (e.g., % of Net Income), and set Type to %.
    5. Click into the Formula box to trigger the dropdown menu.
    6. Scroll down through the "Row list" to the Expenses section and click on Total for Expenses.
    7. Choose the forward slash / to represent division.
    8. Scroll back up the "Row list" and click on Net Income.
    9. Then, Add after.

     

    Please note, the formula will vary depending on the specific calculation you're trying to achieve, so adjust the row selections accordingly based on what you'd like to see in your report.

     

    Let us know if you have any other concerns.

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