How to create a monthly expense report

Choose the month using invoice dates

Decide which month you need to report and check the dates on its bills. BillTuck selects expenses using the invoice date recorded for each document. An August bill imported in September therefore appears in an August report. This is useful when you gather older files at once, but it makes date review part of preparing the report.

The month view lets you inspect the records before export. Open an unexpected item and compare its recorded date with the original. If the document also has a due date or service period, use the field that actually identifies the invoice date.

Finish missing details and duplicate decisions

Open Imports and check for records that still need review. A captured PDF is safely saved even if its amount, currency, or date is unresolved. It does not contribute to the report until the expense is completed. Fill in missing details from the original, and correct any field that was read incorrectly.

Resolve possible duplicate bills during the same pass. Keeping both completed records counts both amounts. When two entries are copies of the same invoice, use the existing record after checking the match. When they are separate bills, confirm that the document details support keeping each one.

Read the warnings in Export Summary

Open Export Summary, select Month, and choose the correct year and month. Check the completed bill count and the currency totals. The app also warns about unfinished bills dated within the period and unfinished imports without a confirmed date. An undated import may belong to the month even though the app cannot place it there yet.

Use Review Now when those items should be resolved first. If you generate a report with unfinished imports, the PDF notes the omitted and undated items. Read those notes alongside the total so the exported document's scope stays clear.

Check provider totals and the PDF preview

Generate the PDF and review its period heading, bill count, provider totals, and bill details. For example, a month with two CHF bills and one EUR bill should preserve both currency groups. You should not see a combined amount that treats francs and euros as interchangeable. The currency guide explains how to check these records.

If something is wrong, return to the bill record, make the correction, and generate a new PDF. The preview is a snapshot of the records at generation time. Editing a bill afterward does not rewrite a copy of the report you have already saved or shared.

Save or share the checked report

Use Share PDF from the preview and choose the destination in the iPhone share sheet. Save a copy in a folder you recognize, with the month in its name if that helps distinguish versions. The file being shared is the same generated PDF you just previewed, so make the final checks before sending it onward.

The PDF summary lists the expenses and totals; keep the original bill documents available when you need to examine the supporting pages. BillTuck also offers full-year export and year-to-date export for the current year through today. Check the selected period again when switching between these report types.

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